IFA Administrator

IFA Administrator

St Albans Full-time

Competitive salary

Financial Planning Client Support Experienced Hire

Ready to step into a role where you can make an immediate impact

If youve worked in financial planning IFA administration or wealth management support and you know how things should be done this could be exactly what youre looking for.

Were looking for someone capable confident and experienced. Someone who can come in take ownership and make a difference from day one.

Why this role stands out

This is not a sit back and follow process role.

This is an opportunity to join a respected Chartered firm where:

• Your experience is trusted from the outset
• Youll play a key role in delivering high-quality client outcomes
• Youll work closely with advisers and be involved in meaningful work
• Youll have autonomy not micromanagement
• There is genuine support for development and progression

The role

Youll be at the heart of the client journey supporting advisers and ensuring everything runs smoothly accurately and professionally.

Client & Adviser Support

• Preparing documentation and reports for client meetings
• Managing follow-ups and ensuring actions are completed
• Acting as a key contact for clients providers and internal teams

Technical & Implementation Work

• Producing suitability reports and supporting recommendations
• Managing fund switches rebalances withdrawals and top-ups
• Reviewing portfolios asset allocations and risk profiles

New Business & Processing

• Handling applications illustrations and provider liaison
• Ensuring all work is compliant and accurately recorded

Ongoing Client Servicing

• Supporting review processes and maintaining client records
• Keeping systems clean accurate and up to date

Who this role will suit

This role is ideal for someone who:

• Has solid experience in financial planning / IFA administration / paraplanning
• Understands financial products platforms and processes
• Is organised detail-focused and proactive
• Can manage their own workload confidently
• Takes ownership and follows things through properly

Most importantly youre someone who can hit the ground running and enjoys being part of a professional high-performing team.

About the company

TISCO Financial Planning Limited is an established firm of Chartered Financial Planners and Employee Benefits consultants.

They provide independent advice to individuals businesses and employees across:

• Investments and wealth management
• Retirement planning
• Mortgages and protection

The focus is simple: deliver high-quality advice properly every time.

Whats on offer

• Competitive salary (depending on experience)
• Support for CII exams and professional development
• A collaborative professional working environment
• The opportunity to take real ownership of your role

Apply now

Were partnering with Recruitment Rebellion Limited to fill this role.

Applications are open for up to 30 days but may close early if the right person is found.

If youve got the experience and mindset to make an impact we want to hear from you.