We are currently recruiting for an experienced IFA Administrator to join a well-established and growing financial planning firm based in Chelmsford. This is a great opportunity for someone who enjoys working in a professional, client-focused environment and wants long-term stability and progression.
The Role
You’ll be supporting Financial Advisers with the full administration process, ensuring a smooth and compliant client journey from start to finish.
Key responsibilities include:
- Preparing and processing new business applications
- Liaising with product providers, clients, and advisers
- Producing suitability letters and client documentation
- Maintaining accurate client records and back-office systems
- Chasing outstanding requirements and managing workflows
- Supporting advisers with pre- and post-meeting administration
The Ideal Candidate
- Previous experience as an IFA Administrator (essential)
- Good understanding of financial planning products (pensions, investments, protection)
- Strong organisational and communication skills
- High attention to detail and compliance awareness
- Confident using back-office systems and MS Office
What’s On Offer
- Competitive salary £30,000 – £35,000 depending on experience
- Supportive and friendly team environment
- Opportunity for long-term career progression
- Stable, reputable firm with a strong local presence
IFA Administrator in Chelmsford employer: Blakemore Recruitment Careers
As a Senior IFA Administrator in Holborn, London, you will join a dynamic team dedicated to delivering exceptional service to our esteemed private clients. Our company fosters a supportive work culture that prioritises professional growth, offering comprehensive training and the opportunity to progress towards becoming a fully qualified Paraplanner. With competitive salary packages and a range of benefits, we are committed to investing in our employees' futures, making us an outstanding employer for those seeking meaningful and rewarding careers.
Contact Details:
Blakemore Recruitment Careers Recruitment Team
