Senior IFA Administrator

Senior IFAAdministratorInvestments&Pensions Location:Wokingham Salary:30,00036,000 Full-time(optiontowork4daysperweek) Permanent|Office-based AreyouanexperiencedSeniorIFAAdministratorlookingforastable,well-structuredrolewhereyourpensionsandinvestmentsknowledgeisvalued? Ourclient,awell-establishedfinancialplanningfirmbasedinWokingham,islookingtowelcomeaskilledIFAAdministratortosupportSeniorAdvisersacrossinvestmentsandpensions.Thisisavaried,hands-onroleofferinglong-termprogression,flexibilityaroundworkingpatterns,andtheopportunitytoworkcloselywithexperiencedIFAs. Ifyouenjoybeingthebackboneoftheadvisoryprocessensuringaccuracy,compliance,andexcellentclientservice-thiscouldbeanexcellentnextstep. TheRole Managingclientcorrespondenceviaphone,email,portals,andmessages Actingasthefirstpointofcontactforbothgeneralandtechnicalclientqueries Liaisingwithplatformsandproviderstoresearchandresolvequeries Processingpensionsandinvestmenttransactionsincludingcontributions,withdrawals,drawdowns,incomepayments,andfundswitches MaintainingaccurateclientrecordsonIntelliflo(IO)andspreadsheets Preparingclearandaccuratesummariesfornewclients Reviewingsuitabilityandreviewreportstoensureaccuracyandcompliance Monitoringandmanagingclientportalcommunications Reviewingadvisermeetingnotesandimplementingagreedactionsandfollow-ups AboutYou PreviousexperienceinanIFAAdministrationrole,withsolidknowledgeofpensionsandinvestments Strongorganisationalskillswithexcellentattentiontodetail Confident,professionaltelephonemannerandclearwrittencommunication ProficientinMicrosoftOffice ExperienceusingIntelliflo(IO)ishighlyadvantageous WhatsonOffer Salaryupto36,000dependingonexperience Optiontoworka4-dayweek(MondayThursday)salaryprorata 28daysannualleave Companypension OfficeconvenientlylocatedwithexcellenttransportlinksfromWokinghamstation Supportive,professionalenvironmentwithexperiencedadvisers TPBN1_UKTJ

Created: 2026-01-17