At a Glance
- Tasks: Support Financial Advisers with administration and ensure a smooth client journey.
- Company: Established financial planning firm in Braintree with a focus on client satisfaction.
- Benefits: Competitive salary, long-term stability, and opportunities for progression.
- Other info: Great opportunity for career growth in a supportive team.
- Why this job: Join a professional environment and make a real difference in clients' financial journeys.
- Qualifications: Experience as an IFA Administrator and strong organisational skills required.
The predicted salary is between 30000 - 35000 £ per year.
We are currently recruiting for an experienced IFA Administrator to join a well-established and growing financial planning firm based in Braintree. 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.
IFA Administrator in Braintree employer: Blakemore Recruitment
Join a dynamic and supportive wealth management firm in Leigh-on-Sea, Essex, where your ambition and client-focused approach will be valued. With a hybrid working model, comprehensive benefits, and uncapped bonus potential, this role offers not just a job but a pathway for professional growth and meaningful client relationships. Experience a collaborative work culture that prioritises employee development and rewards excellence in financial planning.
