IFA Administrator

TA1, Taunton, Somerset

£28000 - £32000/annum

Are you an experienced IFA Administrator seeking your next job within a progressive financial planning firm? This IFA Administrator opportunity in Taunton offers genuine career development within a growing national business that values exceptional client support.
As an IFA Administrator, you'll deliver seamless service to Financial Planners and clients, ensuring advice processes run smoothly from consultation through to implementation. Working alongside an established operations team, you'll act as a trusted liaison throughout the client journey.
Your IFA Administrator responsibilities include:

Coordinating planner diaries and client meetings
Preparing comprehensive meeting documentation
Processing new business applications and liaising with providers
Producing illustrations, valuations and transfer documentation
Maintaining accurate records across back-office systems
Proactive client communication to progress cases efficiently

This IFA Administrator role offers genuine variety across wealth management processes. The business is expanding its adviser base and recognises that quality administration underpins excellent outcomes, with clear scope to develop technical knowledge.
IFA Administrator Requirements

Essential: Proven experience as an Administrator within an IFA or financial planning environment
Essential: Strong knowledge of financial planning processes and new business procedures
Essential: Confident communication skills for client and provider liaison
Desirable: Experience using systems such as Curo, Intelligent Office or similar platforms
Desirable: Understanding of pension transfers, investment platforms and protection processing

The Company
A well-established national financial planning business undergoing significant growth, investing heavily in technology and people to enhance efficiency and service delivery within a collaborative, supportive culture.
IFA Administrator Benefits

Salary of £28,000 to £32,000 depending on experience
Full-time or part-time working patterns considered
Hybrid working with minimum 2 days per week in office
Comprehensive benefits including pension, life assurance and healthcare
Structured development plans with clear progression pathways

Location
Commutable to Taunton - minimum 2 days per week office attendance required.
Apply today to join a forward-thinking firm that recognises the vital contribution IFA Administrators make to client success.
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