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IFA Administrator


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Salary £26000 - £32000

Recruiter Managing This Role

The opportunity has arisen for an experienced and enthusiastic IFA Administrator to join a well-respected financial planning practice based in Billericay.

The IFA Administrator role will involve working closely with the existing team to support the company directors and advisers. The successful candidate will be provided with a broad exposure to financial planning matters, a competitive salary and benefits package within a small and friendly firm.

The role is paying up to £32,000 and has free parking on site. Office attendance is preferred however flexibility on this can be discussed.

IFA Administrator responsibilities will include:

  • Ensuring all client information is correctly recorded onto the back office system
  • Processing of new business
  • Chasing providers and liaising with platforms
  • Booking in meetings and assisting Advisers with ad hoc responsibilities
  • Producing valuations and carrying out reviews
  • Answering and dealing with client queries
  • New client administration

What is needed for me to be considered?

  • Experience as an IFA Administrator within an IFA/Financial Planning firm is essential
  • Experience using back office systems
  • Experience liaising with a range of providers
  • Able to demonstrate a good understanding of Financial Planning products, as well as technical and industry knowledge
  • Corporate/Commercial client knowledge (e.g. Group Schemes) preferable but not essential

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. 

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

IFA Administrator, Financial Planning Administrator, Financial Services Administrator, Adviser Support

Back To IFA Administrator Job Description

Application For IFA Administrator