We’re representing a well-established and growing financial planning firm who are looking to bring an experienced IFA Administrator into their team. This is a fantastic opportunity for someone currently in a similar role or with a background in pensions and investments to join a friendly, professional environment where your attention to detail will be highly valued. The Role You’ll play a key role in supporting advisers by ensuring client records are up to date, accurate, and compliant. The role involves a variety of administrative duties, particularly around client reviews, and requires strong communication skills when dealing with providers and internal teams. Key Responsibilities Updating client plans and personal information on the back office system Managing details such as plan start dates, contribution and withdrawal schedules, and wrapper data Liaising with external providers across product ranges to obtain accurate valuation and fund information Requesting electronic valuations via Gateway Downloading fund fact sheets and ensuring correct funds are used Producing Annual Review Packs for adviser meetings Preparing fund fact sheets and simple post-review (MIFID) letters What We’re Looking For Previous experience in an IFA environment (minimum 1 year required) Understanding of pensions and investment products High level of accuracy and strong data entry skills Organised, methodical and able to manage multiple tasks Confident communicator with good phone manner Proactive team player who can also work independently Benefits Company pension Life insurance Free and on-site parking Additional leave Company social events Sick pay If you’re an experienced administrator looking for a new challenge within a supportive and professional team, we’d love to speak with you. Apply now for more details.