Job Title

IFA Administrator- Ashbourne- Hybrid (after probation period) My client who operates within a stunning office environment, also offering a hybrid working arrangement is is seeking a skilled IFA Administrator with at least 23 years experience in financial services to join their dynamic and professional team. The successful candidate will play a pivotal role in supporting Independent Financial Advisers (IFAs) and ensuring the smooth running of the firm's financial services operations.Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.Key ResponsibilitiesProvide administrative support to IFAs across all aspects of client servicingProcess new business applications including pensions, investments, and protection productsMaintain accurate and up-to-date client records in line with regulatory requirementsLiaise with clients, providers, and internal teams to ensure timely completion of tasksPrepare client documentation including suitability reports, valuations, and meeting packsSupport advisers with diary management, meeting preparation, and follow-upsContribute to ongoing process improvements and uphold compliance standardsCandidate ProfileA minimum of 23 years experience in an IFA or financial services administrative roleStrong knowledge of financial products, provider procedures, and industry regulationsExcellent attention to detail and organisational skillsEffective communicator with strong interpersonal abilitiesCapable of working independently while contributing to a wider teamExperience using platforms such as Intelliflo, XPlan, or similar systems is advantageousBenefits and CultureA positive and inclusive work environment that values teamwork and initiativeCareer development opportunities within a respected and growing firmA chance to contribute to a client-centric business with a strong ethical foundationTPBN1_UKTJ