Senior IFA Administrator

Job Description Senior IFAAdministratorInvestments&PensionsLocation:WokinghamSalary:30,00036,000Full-time(optiontowork4daysperweek)Permanent|Office-basedAreyouanexperiencedSeniorIFAAdministratorlookingforastable,well-structuredrolewhereyourpensionsandinvestmentsknowledgeisvalued?Ourclient,awell-establishedfinancialplanningfirmbasedinWokingham,islookingtowelcomeaskilledIFAAdministratortosupportSeniorAdvisersacrossinvestmentsandpensions.Thisisavaried,hands-onroleofferinglong-termprogression,flexibilityaroundworkingpatterns,andtheopportunitytoworkcloselywithexperiencedIFAs.Ifyouenjoybeingthebackboneoftheadvisoryprocessensuringaccuracy,compliance,andexcellentclientservice-thiscouldbeanexcellentnextstep.TheRoleManagingclientcorrespondenceviaphone,email,portals,andmessagesActingasthefirstpointofcontactforbothgeneralandtechnicalclientqueriesLiaisingwithplatformsandproviderstoresearchandresolvequeriesProcessingpensionsandinvestmenttransactionsincludingcontributions,withdrawals,drawdowns,incomepayments,andfundswitchesMaintainingaccurateclientrecordsonIntelliflo(IO)andspreadsheetsPreparingclearandaccuratesummariesfornewclientsReviewingsuitabilityandreviewreportstoensureaccuracyandcomplianceMonitoringandmanagingclientportalcommunicationsReviewingadvisermeetingnotesandimplementingagreedactionsandfollow-upsAboutYouPreviousexperienceinanIFAAdministrationrole,withsolidknowledgeofpensionsandinvestmentsStrongorganisationalskillswithexcellentattentiontodetailConfident,professionaltelephonemannerandclearwrittencommunicationProficientinMicrosoftOfficeExperienceusingIntelliflo(IO)ishighlyadvantageousWhatsonOfferSalaryupto36,000dependingonexperienceOptiontoworka4-dayweek(MondayThursday)salaryprorata28daysannualleaveCompanypensionOfficeconvenientlylocatedwithexcellenttransportlinksfromWokinghamstationSupportive,professionalenvironmentwithexperiencedadvisersJBRP1_UKTJ

Created: 2026-01-19