IFA Administrator
Sussex
£30,000 – £37,000 (depending on experience)
An excellent opportunity has arisen within a highly regarded Independent Financial Advisory firm known for its professional and client-focused approach to wealth planning. The business offers the close-knit feel of a boutique firm, combined with the resources and stability of a larger organisation.
This role is ideal for an experienced IFA Administrator who enjoys working closely with advisers, collaborating with paraplanners, and contributing to a supportive, team-oriented environment.
Key Responsibilities
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Provide dedicated support to one of the firm’s most experienced advisers, alongside another IFA Administrator.
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Prepare client meeting packs, ensuring all documentation is accurate, compliant, and up to date.
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Process new business applications and liaise with providers to obtain updates and relevant information.
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Maintain accurate client records across internal systems.
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Work closely with paraplanners, assisting with technical administration to support the advice process.
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Support the annual review cycle, including preparing review packs and managing follow-up communications.
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Act as a key point of contact for clients, delivering a smooth and professional client experience
Why This Role Stands Out
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Opportunity to work directly with a leading adviser and support an established client portfolio.
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Collaborative, close-knit office environment
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Backed by a well-structured, medium-sized wealth planning firm with strong infrastructure.
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Clear team integration between advisers, paraplanners, and administrators
Salary & Benefits
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£30,000 – £37,000 depending on experience.
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25 days’ holiday plus bank holidays, with an additional day off for your birthday.
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Life insurance, income protection, and death-in-service cover.
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Pension contributions and a comprehensive benefits package.
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Full exam and study support towards the Diploma in Financial Planning.
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Defined career progression opportunities into paraplanning.
If you are an experienced IFA Administrator with over 12 months experience seeking a collaborative environment and closer involvement with advisers, we would welcome your application to discuss this opportunity further.
Anthony Alexandra Associates specialises in Financial Services, Insurance, and Accountancy recruitment, with a focus on pensions, employee benefits, IFA, investments, mortgages, actuarial, broking, claims, loss adjusting, and underwriting across both commercial and personal lines markets
