IFA Administrator

Time Appointments are excited to be working with a well-established Financial Services company with offices across the UK who are looking for an experienced, professional and friendly IFA Administrator to join their expanding team!

Key Responsibilities:

• Handle phone calls, enquiries, and requests efficiently

• Communicate with clients both verbally and in writing

• Process New Business applications

• Support Paraplanners and Advisers in preparing client review packs (annual and tri-annual)

• Schedule client meetings and manage Advisers’ diaries

• Complete Portfolio Illustration requests

• Provide back-office support

• Ensure all financial planning administration is accurate and compliant with company procedures

• Maintain client records on company systems, ensuring files are well-organised, accurate, and compliant

Key Requirements:

• Previous experience within a Financial Planning firm is essential

• CII Level 3 Qualification in Financial Administration preferred (training can be provided)

• Experience with IO and financial platforms

• Understanding of Model Portfolios/DFMs is an advantage

• Strong ability to prioritise and manage workloads effectively

• Excellent communication, planning, and organisational skills

• Analytical mindset with strong problem-solving abilities

• Flexible, adaptable, and confident in IT and office software

• Team player with a positive attitude

Benefits:

• Professional industry exams funded, with study support

• 25 days holiday (plus Bank Holidays)

• Holiday Purchase scheme

• Access to an In-House Training Academy

• Annual salary review

• Day off on your birthday

• Life Assurance & Pension

• Opportunities to progress to Paraplanner or Adviser roles