Horsham
IFA Administrator – Pensions & Investments
Horsham (Head Office)
Full-time | Permanent | Office-Based
Join a leading UK financial advice network
We’re recruiting an experienced IFA Administrator to join the Pensions & Investment team within a highly respected Financial Services firm in Horsham, West Sussex.
The company supports financial advisers nationwide with high-quality compliance, operations and business support, and are focused on delivering excellent outcomes for clients and ensuring our advisers can offer whole-of-market solutions with confidence.
This is an ideal opportunity for an organised, detail-focused administrator with pensions and investment experience who wants to join a professional, supportive, and values-led environment.
The Role
As an IFA Administrator, you will play a key role in supporting advisers across pension and investment business. You’ll ensure cases are processed efficiently, accurately, and in line with regulatory requirements, while delivering a great service to both clients and providers.
Your main responsibilities will include:
- Processing new pension and investment applications via provider platforms and by post
- Chasing providers for updates to ensure cases progress smoothly
- Keeping clients updated throughout each stage of their application
- Entering and maintaining client information on back-office systems (INVU / Intelligent Office)
- Uploading and managing all client documentation
- Issuing client correspondence including plan schedules, post-sale letters and service documents
- Producing ongoing service reports and support packs for adviser review meetings
- Ensuring adviser submissions are complete and compliant before processing
- Managing priorities and meeting workflow deadlines
- Supporting advisers and colleagues with day-to-day administrative queries
- Ensuring all work aligns with FCA requirements and “Client Best Interest” standards
What We’re Looking For
Essential experience:
- Previous administration experience within Financial Services
- Strong knowledge of pensions and investments (Personal, GPP or Occupational)
- FA1 – Life Office Administration qualification
- Strong communication skills and a confident telephone manner
- Excellent organisational skills and ability to work to deadlines
- Good working knowledge of Word, Excel & database systems
- Understanding of industry providers, products & processes
Desirable (not essential):
- FA2, CF1, or RO1 qualifications
- Experience working in an IFA, network or provider environment
- Previous use of Intelligent Office / INVU
Who You Are
- Professional, customer-focused, and comfortable communicating with advisers, clients and providers
- Able to work independently as well as part of a busy team
- Methodical, organised and confident under pressure
- Quick to learn and open to ongoing training and development
- Reliable with strong attention to detail
Why Join?
- Work for one of the UK’s leading financial advice networks
- Supportive team culture with a strong focus on quality and development
- A values-driven business built on Integrity, Professionalism, Consumer Focus and Partnership
- Structured processes, modern systems and development opportunities
- Commitment to CPD and personal progression
How to Apply
If you have experience within IFA administration and enjoy working in a structured, professional environment where client outcomes come first, we’d love to hear from you.
Click Apply Now or send your CV for immediate consideration