IFA Administrator - St Albans

IFA Administrator

Salary: £38,000

Location: Office-Based

Job Type: Full-time, Permanent

About the Role

An excellent opportunity has arisen for an experienced and organised IFA Administrator to join a growing financial planning team. This role will support paraplanners and advisers by ensuring the smooth and efficient delivery of administrative processes across the business.

The successful candidate will play a key role in maintaining high service standards, supporting client communications, and managing provider interactions within a fast-paced financial services environment.

Key Responsibilities

• Preparing client-facing documents including cover letters, review packs, and supporting documentation
• Managing diaries and arranging initial and annual client review meetings
• Processing Letters of Authority (LoAs) and requesting policy information from providers
• Chasing providers for outstanding documentation and updates
• Preparing and sending monthly valuation reports and client statements
• Ensuring compliance documentation is accurate, complete, and correctly stored
• Updating client records and fact-find information within internal systems
• Handling incoming calls and responding to client and provider queries professionally
• Scanning, filing, and categorising documents within company systems
• Managing and tracking workflow tasks through a ticketing system
• Supporting the wider team with general administrative duties as required

Skills & Experience Required

• Previous experience within an IFA or financial planning environment
• Strong attention to detail and excellent organisational skills
• Confident communication skills, both written and verbal
• Ability to manage workloads effectively and meet deadlines
• Experience using financial planning software and Microsoft Office
• Proactive and team-oriented approach
• Strong client service focus and professional manner

Benefits

• Competitive salary of £38,000
• Supportive and collaborative working environment
• Career progression opportunities within financial services
• Ongoing training and development