IFA Administrator

Job Title: IFA Administrator

Industry: Financial Advice

Location: Morpeth

Salary: £18,000 - £25,000

Reference Number: 10529

Job Description:

Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Morpeth.

As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.

Responsibilities:

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• Handle new business applications and liaise with providers to ensure timely completion
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• Prepare client appointment packs and manage adviser diaries
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• Ensure all documentation meets FCA regulatory standards
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• Gather data for cash flow modelling and portfolio analysis
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What’s in it for you:

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• Salary depending on experience
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• 25 days’ holiday plus bank holidays
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• Flexible working
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• Pension contributions
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• Strong benefits package
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• Ongoing development and career progression
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• Supportive and collaborative team
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Skills and experience required:

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• A minimum of 1 years’ experience working as an IFA Administrator within an Independent Financial Advice firm
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• Experience with Intelligent Office is highly advantageous
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