Back Posted: Jun 21 2025

IFA Administrator

North West, London , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Name Confidential

Description

IFA Administrator – Independent IFA Firm
Ainsdale Based
Full Time
£25,000 - £30,000 DOE

Are you looking to work for an award winning Independent firm of Financial Advisers?
Are you looking to surround yourself with a team of over 40 years’ worth of expertise within their field?
Are you looking for an experienced and detail-oriented IFA Administrator role within a growing team? This pivotal role supports Advisers and Paraplanners by ensuring that financial advice is implemented accurately, efficiently, and consistently through a variety of providers and platforms.
The successful candidate will also take responsibility for managing their own administrative workload using our Client Relationship Management (CRM) system, contributing to a seamless and professional client experience.

Reasonability’s;

- Support Advisers and Paraplanners in the delivery and implementation of financial planning advice
- Accurately process and manage administrative tasks through FPC’s CRM system
- Monitor and manage client documentation, investment instructions, and provider communications
- Ensure timely and compliant execution of advice services via multiple platforms
- Communicate effectively across teams and directly with clients when needed

Apply now

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: June 21, 2025
Job id:. CV-21812
Position Type: Permanent
Applicants: 0
Views: 3

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