Ifa Administrator

IFA Administrator Location: Weybridge (Hybrid) Company: Financial Framework Salary: Competitive + benefits Overview Financial Framework is a rapidly growing wealth management and financial planning business that supports clients with financial planning, investment management, retirement planning, platform services, and acquisitions within the UK wealth sector. They are looking for an IFA Administrator to support Financial Advisers with client reviews, new business processing, provider liaison, and maintaining accurate client records on Intelligent Office (IO). Key Responsibilities Support Advisers with client review preparation Maintain and update client records on Intelligent Office (IO) Obtain and chase policy information from providers Prepare valuations, meeting packs and client reports Process new business applications Liaise with clients, advisers, paraplanners and providers Handle telephone and email enquiries Ensure accurate client file management Assist with compliance and regulatory requirements Ideal Experience At least 12 months' IFA Administration experience (although strong candidates with less experience will be considered) Knowledge of the financial advice process Experience within an IFA, Wealth Management or Financial Services environment Excellent attention to detail and organisational skills Strong communication skills Experience using Intelligent Office (IO) would be highly beneficial Benefits Hybrid working 26 days annual leave Pension scheme (5% employer contribution) Life assurance Group critical illness cover Employee Assistance Programme Ongoing training and development Selling Points Growing wealth management group backed by significant investment Strong career progression opportunities Hybrid working model Exposure to advisers, paraplanners and a wide range of financial planning work Modern and supportive working environment