Search Consultancy Ltd

IFA Administrator / Senior IFA Administrator Are you looking for a role with genuine flexibility and the opportunity to develop your career within a growing financial planning business? We are seeking an experienced IFA Administrator or Senior IFA Administrator to join our team. This is an excellent opportunity to become a key part of the client services function, supporting advisers and helping to deliver high standards of service to clients. Key Responsibilities Manage and oversee daily administrative tasks relating to client onboarding, reviews, and financial planning recommendations. Prepare and process new business applications across pensions, investments, protection, and tax-efficient products. Liaise with providers and third parties to obtain valuations, policy information, and resolve queries. Communicate with clients when required, ensuring a high level of customer service. Ensure all documentation is completed accurately and maintained in line with...