IFA Administrator

Job Title: IFA Administrator

Location: Exeter
Salary: £25,000 - £33,000 DOE
Hours: Monday to Friday, 9:00am - 5:00pm Full Time, Office Based

Key Benefits Include:

• 25 days annual leave plus bank holidays.
• Office closure between Christmas and New Year.
• Enhanced company sick pay scheme.
• Death in Service benefit.
• Cycle to Work scheme.
• Supportive and collaborative working environment.
• Long-term career development opportunities.

About the Role:

An exciting opportunity has arisen for an organised and proactive IFA Administrator to join a well-established and growing business based in Exeter.

This role is ideal for someone who enjoys working in a fast-paced environment, managing competing priorities and delivering exceptional client service.

Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring clients receive a professional and efficient service throughout their financial planning journey.

This is a fantastic opportunity for an experienced administrator who takes ownership, works well to deadlines and enjoys being a valued member of a close-knit team.

Key Responsibilities:

• Provide comprehensive administrative support to Financial Advisers.
• Prepare client documentation and process new and existing business.
• Liaise with providers and third parties to obtain information and updates.
• Maintain accurate and up-to-date client records and documentation.
• Book client review meetings and manage adviser diaries.
• Handle inbound and outbound client communications professionally.
• Monitor workloads and ensure tasks are completed within agreed timescales.
• Prioritise competing demands and manage deadlines effectively.
• Identify and escalate issues appropriately when required.
• Support the efficient day-to-day running of client administration processes.

About You:

Essential

• Previous administration experience within a professional environment.
• Excellent organisational and time management skills.
• Ability to manage multiple priorities and work to deadlines.
• Strong attention to detail and accuracy.
• Excellent communication skills, both written and verbal.
• Confidence speaking with clients over the telephone.
• Ability to work independently and take ownership of workload.
• Proactive and solutions-focused approach.
• Strong customer service skills.

Desirable

• Previous IFA, Wealth Administration or Financial Services experience.
• Experience supporting advisers or client-facing professionals.
• Knowledge of financial planning administration processes.
• Experience working within a deadline-driven environment.

Personal Attributes

• Professional, reliable and organised.
• Positive and proactive attitude.
• Strong sense of ownership and accountability.
• Able to work effectively within a small team environment.
• Comfortable managing competing priorities.
• Committed to delivering a high standard of client service.
• Adaptable and willing to learn.
• Someone who takes pride in getting things done.

Working Environment

• Full-time, permanent role.
• Office-based position (Monday to Friday, 9:00am - 5:00pm).
• One-hour lunch break.
• No on-site parking available.

Ready to Make an Impact?

If you're an organised administrator who thrives in a busy environment, enjoys building client relationships and takes pride in delivering exceptional support, we'd love to hear from you.

This is an excellent opportunity to join a respected business where you'll play a key role in supporting both clients and advisers whilst developing your career within a professional and supportive team.

How to Apply:

Please apply online or send your CV to (url removed)

To discuss this opportunity prior to application, please call and speak to Georgia on (phone number removed)

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.