IFA Administrator

A well-established financial planning firm is seeking a proactive and organised Financial Planning Administrator to join its established team in Wakefield. This is an excellent opportunity to contribute to a high-performing team by supporting the delivery of exceptional client service and helping ensure efficient day-to-day operations within the financial advice process.

• Client Administration: Prepare new client packs, manage Letters of Authority (LOAs), and assist with client information gathering and submissions.
• Data Accuracy: Ensure client information is accurately maintained within internal systems.
• Research & Reports: Conduct research on products and providers, and help prepare various reports such as annual reviews, fund switch/withdrawals, Bed & ISA, and new business reports.
• Annual Review Support: Play a key role in preparing client annual review documents.
• Client Interaction: Act as a first point of contact for clients, delivering a friendly and professional front-of-house experience.
• Administrative Support: Assist advisers with day-to-day administrative tasks and help resolve client and adviser queries.

• Experience in a similar administrative role wi...