Your new company
You will be joining a reputable and growing firm known for delivering high‑quality, client‑focused financial planning services. With a supportive team culture and a strong commitment to professional development, this firm offers an excellent environment for someone looking to build a long‑term career in financial services.
Your new role
As an IFA Administrator, you will play a key role in supporting advisers and ensuring clients receive a smooth and efficient service. Your responsibilities will include:
Coordinating a wide range of client account updates and instructions, ensuring all tasks are completed accurately and within expected timeframes.
Using provider systems to track progress and manage workflow effectively.
Managing your own workload through a structured task‑management system, ensuring all deadlines are met.
Handling queries from clients and advisers by investigating issues and providing clear, timely updates.
Managing documentation and correspondence related to new business activity.
Communicating regularly with clients and providers by phone and email.
Keeping all client information and records up to date and compliant.
Supporting reception duties when required, including handling calls, greeting visitors and managing daily post.
Working in line with internal procedures and provider requirements to maintain consistency and compliance
What you'll need to succeed
At least one year of experience working within an IFA practice or provider.
A working understanding of pensions, investments, or related financial products.
Strong written and verbal communication skills, with confidence on the phone.
Excellent attention to detail and a high level of accuracy.
Strong organisational skills and the ability to manage multiple tasks.
A proactive approach with the ability to take initiative.
Experience using IO software is desirable but not essential.What you'll get in return
You will receive a competitive salary based on experience, along with a comprehensive benefits package that includes hybrid and flexible working, pension, 25 days holiday plus bank holidays.
This role offers an excellent opportunity to develop your experience within a supportive and forward‑thinking business.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
