As an IFA Administrator, you'll deliver seamless service to a Senior Financial Adviser and their clients, ensuring advice processes run smoothly from consultation through to implementation. Working within an established, close-knit team, you'll act as a trusted liaison throughout the client journey.
Your IFA Administrator responsibilities include:
- Coordinating adviser diaries and client meetings
- Preparing comprehensive meeting documentation
- 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 efficiently
This IFA Administrator role offers genuine variety across wealth management processes. The Westerham office is known for its excellent local feel and supportive environment where team members thrive long-term, with clear scope to develop technical knowledge alongside an experienced Senior Financial Adviser.
IFA Administrator Requirements
- Essential: Proven experience as an Administrator within an IFA or financial planning environment
- Essential: Strong knowledge of financial planning processes and new business procedures
- Essential: Confident communication skills for client and provider liaison
- Desirable: Experience using systems such as Curo, Intelligent Office or similar platforms
- Desirable: Understanding of pension transfers, investment platforms and protection processing
The Company
A well-established national financial planning business undergoing significant growth, investing heavily in technology and people to enhance efficiency and service delivery. The Westerham office offers an excellent local feel within a collaborative, supportive culture where people genuinely build long-term careers.
IFA Administrator Benefits
- Salary of £28,000 to £32,000 depending on experience
- Hybrid working with flexible office/home balance to be discussed
- Comprehensive benefits including pension, life assurance and healthcare
- Structured development plans with clear progression pathways
- Stable team environment with excellent retention
Location
Commutable to Westerham - hybrid working arrangement with office attendance required.
Apply today to join a forward-thinking firm with genuine local roots that recognises the vital contribution IFA Administrators make to client success.
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Salary description
£28000.00 - £32000.00 per year