IFA ADMINISTRATOR - NEWBURY

An excellent opportunity has arisen for an IFA Administrator to join a small, professional financial services team based in Newbury.

This is a varied role suited to an organised, reliable and detail-focused individual who is comfortable working both independently and as part of a small team. You will provide essential administrative support to Financial Advisers and help ensure the smooth running of the client review process, from arranging meetings and preparing documentation through to following up reviews and maintaining accurate client records.

Key Responsibilities

• Coordinate and support the annual client review process
• Arrange and book client meetings
• Contact clients regarding their annual reviews
• Act as a first point of contact for client queries
• Maintain and update accurate client records
• Prepare meeting packs and documentation for Financial Advisers
• Assist with the follow-up and administration of annual client reviews
• Obtain relevant information from third-party providers to support client reviews and financial planning
• Keep the CRM system accurate and up to date
• Prepare and maintain reports using Microsoft Office
• Carry out scanning, filing and mailings
• Assist with office supplies and general office administration
• Provide wider administrative support to the team as required

About You

The successful candidate will be organised, reliable and confident managing a variety of administrative tasks. Ideally, you will have previous IFA Administration, Financial Services or Wealth Management experience, strong attention to detail and accuracy, excellent organisational and time management skills, and experience using CRM systems. IFA or Financial Services experience is preferred, although applications from strong administrators with relevant transferable experience will also be considered.

What's on Offer

• £30,000 - £32,000 depending on experience
• Office-based role in Newbury
• Full-time, permanent position
• Supportive small-team environment
• Varied IFA administration role
• Training and development opportunities

Working Pattern

The preference is for 5 days per week, Monday - Friday, office-based. However, 4 days per week may be considered for the right candidate.

If you are an experienced IFA Administrator looking for your next opportunity within Financial Services or Wealth Management, apply today with your CV.