Job Description
We are currently recruiting for an experienced IFA Administrator to join a well-established and growing financial planning firm based in Colchester. 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
Locations
IFA Administrator in Colchester, Essex employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.
