IFA Administrator

We are seeking a highly organised and proactive IFA Administrator to join our dynamic team in Chelmsford. This is a fantastic opportunity for someone with solid experience in the financial advice sector who is looking to build their career in a supportive and professional environment. Flexible working options are available, while still being part of a collaborative office team.

As an integral part of the team, you will provide administrative support to our advisers and paraplanners, ensuring the smooth running of day-to-day operations. Your responsibilities will include:

• General administrative duties
• Managing business processing from submission to completion
• Diary and workflow management
• Providing support to both the advice and paraplanning teams
• Client communication and relationship management
• Handling additional tasks typical of an IFA administration role

• Minimum 3 years’ experience working within an IFA firm
• Strong organisational skills and attention to detail
• Excellent communication skills, both written and verbal
• A positive attitude and willingness to be an active part of a friendly team

• A welcoming, supportive office environment
• Flexible working options can be on offer
• Full-time position wi...