Job Description
IFA Administrator
Office based
Full time and Part Time considered
This is a fantastic opportunity to get your foot in the door with a leading financial services company.As a Junior IFA Administrator, you will play a pivotal role in supporting the day-to-day operations of the office. Your responsibilities will include managing general administrative tasks, coordinating office supplies, handling commission statements and invoices, and preparing client contact packs.
This is a great first step to develop your career in Financial Services.
Key Responsibilities:
General Office Duties
- Manage incoming and outgoing correspondence (emails, post, calls)
- Maintain office filing systems and ensure records are up to date
- Support team members with administrative tasks as required
Ordering Supplies
- Monitor stock levels of office supplies and place orders as needed
- Liaise with suppliers to ensure timely delivery and cost-effective purchasing
- Maintain inventory records and manage supply budgets
Commission Statements & Payments
- Prepare and process commission statements for advisers
- Track payments and ensure accurate records are maintained
Client Contact Packs
- Assemble and prepare client contact packs for meetings and reviews
- Ensure all documentation is accurate, compliant, and professionally presented
Team Support & Coordination
- Assist with meeting arrangements, diary management, and internal communications
- Contribute to process improvements and administrative efficiency
Skills & Qualifications:
- Strong organisational and multitasking abilities
- Excellent attention to detail and accuracy
- Proficient in Microsoft Office (Word, Excel, Outlook)
- Good communication and interpersonal skills
- Experience in financial services
Benefits:
- Salary - Up to £26k
- Study support
- Progression is strongly supported
- Holiday - 24 days + bank holidays. Closed over Christmas.
- Quarterly discretionary bonus
To apply for this IFA Administrator position, please submit your CV below.
