IFA Administrator

Job Title: IFA Administrator

Location: Exeter
Salary: 25,000 - 33,000 DOE
Hours: Monday to Friday, 9:00am - 5:00pm Full Time, Office Based

Key Benefits Include:

• 25 days annual leave plus bank holidays.
• Office closure between Christmas and New Year.
• Enhanced company sick pay scheme.
• Death in Service benefit.
• Cycle to Work scheme.
• Supportive and collaborative working environment.
• Long-term career development opportunities.

About the Role:

An exciting opportunity has arisen for an organised and proactive IFA Administrator to join a well-established and growing business based in Exeter.

This role is ideal for someone who enjoys working in a fast-paced environment, managing competing priorities and delivering exceptional client service.

Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring clients receive a professional and efficient service throughout their financial planning journey.

This is a fantastic opportunity for an experienced administrator who takes ownership, works well to deadlines and enjoys being a valued member of a close-knit team.

Key Responsibilities:

• Provide comprehensive administrative support to Financial Advisers.
• Prepare client documentation and process new and existing business.
• Liaise with providers and third parties to obtain information and updates.
• Maintain accurate and up-to-date client records and documentation.
• Book client review meetings and manage adviser diaries.
• Handle inbound and outbound client communications professionally.
• Monitor workloads and ensure tasks are completed within agreed timescales.
• Prioritise competing demands and manage deadlines effectively.
• Identify and escalate issues appropriately when required.
• Support the efficient day-to-day running of client administration processes.

About You:

Essential

• Previous administration experience within a professional environment.
• Excellent organisational and time management skills.
• Ability to manage multiple priorities and work to deadlines.
• Strong attention to detail and accuracy.
• Excellent communication skills, both written and verbal.
• Confidence speaking with clients over the telephone.
• Ability to work independently and take ownership of workload.
• Proactive and solutions-focused approach.
• Strong customer service skills.

Desirable

• Previous IFA, Wealth Administration or Financial Services experience.
• Experience supporting advisers or client-facing professionals.
• Knowledge of financial planning administration processes.
• Experience working within a deadline-driven environment.

Personal Attributes

• Professional, reliable and organised.
• Positive and proactive attitude.
• Strong sense of ownership and accountability.
• Able to work effectively within a small team environment.
• Comfortable managing competing priorities.
• Committed to delivering a high standard of client service.
• Adaptable and willing to learn.
• Someone who takes pride in getting things done.

Working Environment

• Full-time, permanent role.
• Office-based position (Monday to Friday, 9:00am - 5:00pm).
• One-hour lunch break.
• No on-site parking available.

Ready to Make an Impact?

If you're an organised administrator who thrives in a busy environment, enjoys building client relationships and takes pride in delivering exceptional support, we'd love to hear from you.

This is an excellent opportunity to join a respected business where you'll play a key role in supporting both clients and advisers whilst developing your career within a professional and supportive team.

How to Apply:

Please apply online or send your CV to (url removed)

To discuss this opportunity prior to application, please call and speak to Georgia on (phone number removed)

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