IFA Admin

Description

IFA Administrator

Aberdeen or Inverness (Hybrid Working – 2 to 3 Days from Home)

£30,000 DOE + Study Support

Join an Award-Winning National Firm

Are you an experienced administrator in the financial services sector looking for your next step? We’re working with an award-winning national financial planning firm who are expanding their high-performing support team with a new IFA Administrator based in either Aberdeen or Inverness.

This is an exciting opportunity to join a professional, forward-thinking business that offers genuine career development, a hybrid working model, and full study support to help you grow your career in financial planning.

What You’ll Be Doing You’ll play a crucial role in supporting a team of financial advisers, ensuring the smooth processing of client applications, documentation, and correspondence.

Your responsibilities will include:

Processing new business applications and related paperwork through to provider submission

Verifying client identity data electronically

Chasing outstanding documents, trades, and transactions

Supporting advisers with managing client cash and platform trades

Maintaining up-to-date and accurate client records via Intelligent Office

Uploading and managing documentation in line with company standards

Responding promptly to client, provider, and adviser queries

Handling policy claims and ensuring timely completion

Supporting advisers with prep for client meetings, including quotations and applications

Answering incoming calls and handling client correspondence professionally

Following compliance, health & safety, and equality policies What We’re Looking For

Previous experience in a financial planning or IFA support role

Familiarity with Intelligent Office (or similar back-office systems) is highly desirable

Strong attention to detail and ability to manage multiple tasks

Excellent written and verbal communication skills

A proactive and professional approach to client service

Desire to study towards financial services qualifications (study support is provided) What You’ll Get

Competitive salary up to £30,000 (DOE)

Hybrid working (2–3 days from home)

Full study support for industry qualifications

Career progression within a leading UK-wide firm

A positive, supportive, and inclusive working environment Ready to take the next step in your financial services career?

Apply now to join one of the UK's most respected national financial planning firms

Ad ID: 5416906990