IFA Administrator

IFA Administrator

Forest Financial Planning | Kingsmead Square, Bath

Full time, office based | £28,000 to £34,000 depending on experience

35 hours a week, Monday to Friday, 9am to 5pm with an hour for lunch

Are you an experienced IFA administrator who takes pride in getting things right and enjoys being the person clients ask for? We would like to meet you.

ABOUT US

Forest Financial Planning is a family owned, FCA regulated independent financial planning firm. We look after around 100 families with real planning needs: retirement, inheritance tax, trusts and passing wealth between generations. We are a small team with high standards and big ambitions, and we are now growing in central Bath.

THE ROLE

You will be the first point of contact for our clients and the person who makes things happen behind the scenes, from the first meeting through to years of ongoing service.

Client onboarding

• Set up new clients on our CRM and client portal

• Issue and chase fact finds, risk questionnaires and client agreements

• Carry out ID and anti money laundering checks

• Send letters of authority and chase providers for information

New business

• Generate illustrations and quotes on Quilter, Fidelity, AJ Bell and Parmenion

• Prepare application packs and send documents for signature by DocuSign

• Submit and chase new business, transfers and reregistrations

• Add new plans to our internal systems accurately and promptly

Client servicing

• Handle client queries by phone, email and in person

• Process withdrawals, fund switches, contribution changes and other instructions

• Prepare annual review packs and book review meetings

• Know when a query needs the adviser and pass it on

ABOUT YOU

• At least two years of administration experience in an IFA firm or wealth manager

• Hands on experience with at least one major platform

• Good working knowledge of pensions, ISAs, investment accounts and bonds

• Organised, accurate and calm under a busy workload

• Warm and confident with clients

• Comfortable with Microsoft 365 and keen to use AI tools to work smarter

CII financial administration qualifications are a plus, and we will support you to study further.

WHAT WE OFFER

• £28,000 to £34,000, depending on experience

• 20 days holiday plus the eight bank holidays, your birthday off, and extra days for long service

• Group life insurance, group income protection and group private medical insurance

• Workplace pension

• Paid exams and study time

• A small, supportive team where your work is seen and valued

HOW TO APPLY

Apply through Indeed, or email your CV and a short cover note to [email protected]. Tell us in a few lines why this role suits you.

Pay: £28,000.00-£34,000.00 per year

Benefits:

• Company pension
• Life insurance
• Private medical insurance

Work Location: In person