IFA Administrator

Take the next step in your financial services career as a IFA Administrator, joining a client-focused team where youll play a key role in delivering a professional and efficient service.

Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.
IFA Administrator
Camberley, Surrey
Full-time, Permanent
Up to £28,000 - £33,000 depending on experience.
Please note: you must be authorised to work in the UK
Our client is an independent financial planning business committed to providing bespoke financial advice with clients at the heart of its approach. With experienced financial advisers leading the business, our client combines financial planning expertise with streamlined, digital processes to provide a straightforward and professional service.
As an IFAAdministrator, you will provide essential administrative support across financial planning cases, working closely with advisers and other members of the team. You will help ensure client records, documentation and IFA -related processes are handled accurately and efficiently while maintaining high standards of client service.
Key responsibilities:
Provide comprehensive administrative support for financial planning cases
Process new business applications and other client instructions
Liaise with financial services providers, investment companies and other third parties to obtain information and progress cases
Maintain accurate and up-to-date client records and documentation
Prepare client files and supporting information for advisers
Monitor applications and outstanding cases, following up with providers where required
Handle client and provider correspondence professionally and efficiently
Assist with the preparation and processing of pension contributions, withdrawals and transfers
Ensure administration is completed accurately and in accordance with internal procedures and relevant regulatory requirements
Support the wider team with general financial services administration as required
Key skills and qualifications:
Previous experience infinancial services administration is essential.
Good knowledge of IFA and an understanding of the financial planning process
Experience dealing with IFA providers and financial services organisations
Excellent attention to detail and a highly organised approach to work
Strong written and verbal communication skills
Confident using IT systems, databases and Microsoft Office applications
Ability to manage multiple cases and priorities effectively
A professional and client-focused approach
Ability to work both independently and as part of a collaborative team
Relevant financial services qualifications would be advantageous but are not essential
Benefits:
Competitive salary dependent on experience
Full-time, permanent position
Opportunity to develop your wider financial services knowledge
Supportive and professional working environment
Opportunity to work closely with experienced financial advisers
Scope for continued professional development and career progression
This is an excellent opportunity for an experienced IFA Administrator or Financial Services Administrator looking to develop their career within a professional, client-focused financial planning environment. If you are organised, detail-oriented and have experience supporting financial planning cases, our client would be pleased to hear from you.
How to apply:
If you have the skills and experience required for this position, click apply today and check your inbox for an email providing more information on how to complete your application and provide any other supporting documents.
You must be authorised to work in the UK. No agencies, please. xwzovoh
Other suitable skills and experience includes Financial Services Administrator, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Client Services Administrator, Pensions Assistant, Investment Administrator, Financial Adviser Support, IFA Support, Pension Transfer Administrator and Financial Services Support.