IFA Admin

Role Overview

This position provides essential administrative support to the client servicing function, helping to ensure Advisers and clients receive an efficient, professional and responsive service. Working alongside the Administration Manager/Team Leader and wider administration team, you will play an important role in keeping client cases and day-to-day activities progressing smoothly.

Key Responsibilities

Provide reliable and proactive administrative support to Financial Advisers

Coordinate Adviser diaries, arrange appointments and manage client meeting schedules

Communicate with clients via telephone, email and online portals to obtain information and documentation required to progress cases

Follow up with product providers and other relevant third parties to obtain outstanding information or requirements

Prepare documentation, reports and meeting materials ahead of client appointments

Assist with the processing and administration of new business from initial submission through to completion

Produce and update illustrations, projections and valuations as required

Prepare invoices and maintain accurate records of adviser remuneration, following up with providers and clients where payments or information remain outstanding

Handle incoming and outgoing correspondence, ensuring post is opened, prioritised, scanned and distributed to the appropriate Adviser within agreed timescales

Review and action allocated tasks and activities, ensuring priorities are managed effectively across your client portfolio

Maintain accurate records of client and Adviser communications, ensuring appropriate notes and audit trails are recorded on the relevant systems

Work collaboratively with internal departments, Advisers, providers and other external contacts to ensure client requirements are dealt with promptly

Follow all company policies, procedures, compliance requirements and training & competence standards

Essential Experience and Skills

Previous experience in a customer-focused administrative role

Experience acting as an initial point of contact for Advisers and/or clients

Strong diary management and appointment scheduling skills

A professional and welcoming approach when deali...