IFA Administrator - Avenue Recruitment : Job Details

About Us:

We are working with a growing independent financial advisory firm, providing tailored advice and excellent service to our clients. We’re looking for a proactive and organised administrator to support our advisers and ensure smooth day-to-day operations.

The Role:

As an IFA Administrator, you will be the backbone of the team, managing client paperwork, maintaining accurate records, and assisting advisers with compliance and client-facing tasks.

Key Responsibilities:

• Preparing and processing client documentation and applications
• Maintaining and updating client records on CRM systems
• Liaising with clients, providers, and third-party service providers
• Assisting advisers with compliance and administrative tasks
• Scheduling meetings and managing diaries
• Supporting the team with ad-hoc administrative tasks

Requirements:

• Previous experience in financial services, ideally in an IFA environment
• Strong organisational skills and attention to detail
• Excellent written and verbal communication skills
• Confident using Microsoft Office and CRM systems
• Knowledge of financial products (pensions, investments, protection)
• Experience with compliance procedures in a regulated environment