IFA Administrator

IFA Administrator | Weybridge | Full Time | £30,000–£35,000 per annum Working Hours: Monday to Friday, 9:00 am–5:00 pm Our client provides a broad range of services across the wealth management sector, including financial planning, investment management, platform services, trading, settlement and custody.

They are expanding through strategic acquisitions, combining an entrepreneurial approach with the financial backing of a merchant bank. Their focus is on providing high-quality wealth management and retirement planning services, helping businesses and their employees explore, set and achieve their financial goals.

The Role Our client is looking for an organised and detail-focused IFA Administrator to support financial advisers with client administration, valuations and new business processing. This is a newly created role, offering the opportunity to join a growing business and develop a career within financial services.

The role will focus on preparing client valuation reports, comparing existing and new centralised investment propositions, and preparing cases for submission to the Paraplanning team. Candidates with experience within the financial services sector are ideally sought.

The position is based in Weybridge, with hybrid working available, including two days working from home once settled into the role. Please note: Applicants must have the right to work in the UK, as sponsorship is not available for this role.

Key Responsibilities Support financial advisers in preparing for client reviews, including gathering information and compiling meeting packs Maintain accurate client, policy and plan information on the IO CRM system Request, chase and upload plan information from product providers, ensuring documents are received in time and stored correctly Update contributions, withdrawals and transfers using provider transaction histories Validate funds, unit balances and price feeds to ensure accurate plan valuations Collate plan costs and charges, including commission, fund-based and adviser charges Prepare, check and upload client valuation reports, including comparisons between existing and new centralised investment propositions Prepare cases for the Paraplanning team by completing plan information checklists and chasing providers for missing information by phone and email Review client data an...

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