Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.
Prepare client packs, valuations, meeting documentation, and review paperwork.
Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.
Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.
Maintain accurate client records and update the CRM system in line with internal procedures.
Support annual review processes and ongoing servicing requirements.
Assist with compliance and file checking to ensure records meet FCA and internal standards.
Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience.
About You:
Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role.
Strong understanding of pensions, investments, protection products, and financial planning administration.
Knowledge of FCA and compliance requirements within a regulated environment.
Excellent organisation skills with the ability to manage multiple cases and deadlines.
Strong attention to detail and a methodical, accurate approach to work.
Confident written and verbal communication skills.
Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential.
Working towards or interested in professional qualifications would be advantageous.
Benefits
Competitive salary of £28,000 - £35,000, depending on experience.Supportive and collaborative team environment.Opportunities for professional development and career progression.Study support for relevant industry qualifications, where applicable.Paid city centre car parking, a discretionary annual bonus, and 25 days' holiday plus bank holidays.If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.
Additional Information
Experienced IFA Administrator
We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience.
Venn Wealth Management · Ch12le