Financial Planning Admin

IFA Administrator - Reading, South East England

Ref: 325Wednesday 25 May 2022

£22,000 - £25,000

A National IFA firm is looking to hire an IFA Administrators for their Stockport office. You will provide pre and post-sales support to the Financial Advisers and ensure that client documentation/requests are accurately processed and completed within the required time scales.



To obtain illustrations, key features and application forms from Platforms & Providers as required

Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.

To post client documentation to the client or product providers as appropriate.

To issue signed letters of authority to providers and obtain standard policy information.  Update client policy records on receipt of information on Intelligent Office.

To accurately maintain client personal details and policy information and update on Intelligent Offic

To prepare new business applications in accordance with the Company’s standard operating procedures and compliance handbook

Deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers.

Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required.



Computer literate in Microsoft Office and other applications

Excellent communication skills both written and verbal

Client centric in approach

Organised and highly motivated

Good levels Industry knowledge gained in the Wealth Management profession

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