IFA Administrator - Fram Search : Job Details

• CRM Management
• Reporting
• Office Based

Fram Search is working with a well-established and highly regarded financial advisory firm based in Bedford. Our client provides expert advice to individuals and businesses on a range of financial planning matters. They are currently seeking a professional, highly organized, and proactive IFA Administrator to join the small but dynamic team and provide essential support to advisers.Key Responsibilities:

• Provide comprehensive administrative support to Independent Financial Advisers (IFAs).
• Liaise with clients, insurers, investment platforms, and other third parties.
• Prepare client meeting packs, process applications, and ensure all compliance documents are in place.
• Maintain accurate client records using CRM systems and ensure all documentation is compliant with industry regulations.
• Manage client queries, update portfolios, and follow up on adviser requests.
• Assist with the preparation and submission of reports, investment reviews, and other financial documents.
• Maintain awareness of industry developments and changes in financial regulations.

Skills and Experience:

• Previous experience in an IFA administration or financial services role is essential.
• Strong organizational and communication skills, with the ability to multitask.
• Proficiency in using financial services software (e.g., Intelligent Office, Adviser Office, or similar).
• Knowledge of compliance procedures within the financial sector.
• High attention to detail and the ability to work efficiently under pressure.
• A proactive attitude and willingness to support the team where needed.

This is an excellent opportunity for an IFA Administrator looking to develop their career in a supportive and professional environment. Please note, the role is full time as is office based.