IFA Administrator - Portman Financial People : Job Details

Job Title: IFA Administrator

Location: Southampton

Salary: £25,000 - £32,500

About the Role:We are seeking a detail-oriented and proactive IFA Administrator to support financial advisers in delivering tailored financial planning strategies to clients. This is an excellent opportunity to work within a professional team, contributing to comprehensive financial solutions while developing your industry expertise.

Key Responsibilities:

• Stay updated on new financial products, technical developments, and legislative changes.
• Collaborate with advisers and administrators to deliver a professional financial planning experience.
• Compile financial services reports based on completed fact-finds, ensuring FCA compliance.
• Conduct research to identify suitable solutions for clients’ needs and objectives.
• Prepare and discuss suitability reports in line with agreed recommendations.
• Ensure all compliance documentation and client files meet regulatory standards.
• Implement agreed investment strategies and assist with client portfolio reviews.

Skills and Attributes Required:

• Strong interpersonal and communication skills, both written and verbal.
• Exceptional attention to detail and accuracy.
• Ability to prioritize and manage time effectively in a team-oriented environment.
• A flexible, self-motivated, and proactive approach to work.

Qualifications and Experience:

• Financial Services qualifications are desirable but not essential.
• A minimum of three years of experience in the financial or regulatory sector.
• In-depth knowledge of FCA regulations, financial services products, and analytical tools.

Why Join Us?

• Work in a collaborative environment with opportunities for professional growth.
• Be part of a dedicated team providing high-quality financial advice and planning services.
• Competitive salary and the opportunity to make a tangible impact on clients' financial well-being.
• Funding for further qualifications provided.
• Clear progression framework into the paraplanning team.
• Excellent employee benefits package.

If you’re detail-oriented with a passion for financial services, we’d love to hear from you.