Job Description

About Us

We are a well-established and growing Independent Financial Advice firm, dedicated to providing high-quality, personalised financial planning and investment advice to our clients. Our friendly and professional team prides itself on delivering exceptional client service and long-term financial solutions.

We are now seeking a proactive and organised

Office Administrator

to join our back-office support team. This is an excellent opportunity for someone who enjoys working in a structured environment and wants to play a key role in supporting the smooth running of a professional financial services business.

Key Responsibilities

Provide day-to-day administrative support to advisers and paraplanners Manage incoming and outgoing correspondence, calls, and emails Maintain client records and update information within our CRM system Liaise with product providers and clients to obtain required documentation Prepare and process new business applications and client reports Assist with compliance and file checking procedures Organise meetings, appointments, and diary management for advisers General office management tasks (supplies, filing, scanning, etc.)

About You

Previous experience in an office administration desirable but not essential Strong organisational skills with excellent attention to detail Confident communication skills - both written and verbal Ability to manage multiple tasks and prioritise effectively Comfortable working as part of a collaborative team Proficient in Microsoft Office (Word, Excel, Outlook)

What We Offer

Competitive salary and benefits package Supportive and professional working environment Opportunities for training and career development Modern office facilities Group income protection, death in service and private medical cover The chance to be part of a respected IFA practice that values teamwork, integrity, and client care

How to Apply

Please send your CV explaining your suitability for the role to hello@ifacentre.net

Job Types: Full-time, Permanent

Pay: 12.91 per hour

Expected hours: 35 per week

Benefits:

Company pension Life insurance Private medical insurance Sick pay
Work Location: In person