As an IFA Administrator, you'll deliver comprehensive administrative support across multiple planner portfolios, ensuring advice processes run smoothly from initial consultation through to implementation. Working within a busy, KPI-driven team, you'll thrive under pressure while maintaining exceptional service standards.
Your IFA Administrator responsibilities include:
- Supporting multiple Financial Planners and their client portfolios
- Coordinating planner diaries and client meetings efficiently
- Preparing comprehensive meeting documentation under tight deadlines
- Processing new business applications and liaising with providers
- Producing illustrations, valuations and transfer documentation
- Maintaining accurate records across back-office systems
- Proactive client communication to progress cases at pace
This IFA Administrator role demands someone who can handle high workloads without compromising quality. The Arundel office is experiencing significant growth, offering driven administrators the opportunity to demonstrate their capabilities in a demanding but rewarding environment with clear progression potential.
IFA Administrator Requirements
- Essential: Proven experience as an Administrator within an IFA or financial planning environment
- Essential: Demonstrable ability to work under pressure and meet deadlines consistently
- Essential: Strong work ethic with capacity to support multiple planners simultaneously
- Desirable: Experience using systems such as Curo, Intelligent Office or similar platforms
- Desirable: Track record of thriving in fast-paced, target-driven environments
The Company
A well-established national financial planning business undergoing significant growth, investing heavily in technology and people to enhance efficiency and service delivery within a performance-focused culture.
IFA Administrator Benefits
- Salary of £28,000 to £32,000 depending on experience
- Hybrid working: 3 days office, 2 days home
- Comprehensive benefits including pension, life assurance and healthcare
- Performance-based bonus scheme
- Development opportunities within high-growth environment
Location
Commutable to Arundel or Borehamwood
Apply today to join a high-performing team where capable IFA Administrators can genuinely make their mark and progress their careers.
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