IFA Administrator
Recruit UK are supporting a well-established financial planning firm based in Reading who are looking for an IFA Administrator to join their growing team.Our client is a growing and forward-thinking financial planning firm specialising in retirement planning, pensions, and intergenerational wealth management. They pride themselves on delivering a high level of personal service and building long-term relationships with their clients.Key ResponsibilitiesManaging client queries and maintaining accurate records on Intelliflo (iO)Processing new business, provider applications, and policy updatesObtaining quotes, illustrations, and product informationPreparing documentation for client meetings and annual reviewsPlacing investment trades and processing fund switchesEnsuring all activity meets FCA, AML, and GDPR requirementsWhat we''re looking forMinimum 1 year experience supporting advisersPrevious IFA administration experience preferredIntelliflo (iO) experience beneficial but not essentialGood knowledge of investments, pensions, and wealth planningHigh attention to detail and strong communication skillsConfident user of Microsoft Office (including Excel)Benefits25 days annual leave plus bank holidaysLife cover (4x salary) and income protectionHealth, optical, dental cover and cash planFlexible working hours and paid sick leaveLength of Service and enhanced family leave benefitsIf you''re interested in exploring this opportunity further, apply ..... full job details .....
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