IFA Administrator
Location: Farnborough (hybrid working available)
Salary: £27,000 – £35,000 + excellent benefits
Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products.
Key responsibilities:
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Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate)
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Managing cases from submission through to “in force” status
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Proactively managing pipeline cases in line with SLAs
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Raising new business invoices
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Booking annual review meetings
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Handling queries from advisers, clients, and providers
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Maintaining accurate and compliant client records
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Ensuring documentation is stored correctly
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Supporting wider team objectives and service standards
Experience required:
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Previous financial services experience (ideally within an IFA or provider environment)
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Experience processing new business across multiple product types
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Strong administrative and customer service skills
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Proficiency in Microsoft Word and Excel
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Minimum of 5 GCSEs (A–C / 9–4), including Maths and English
Desirable:
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Experience with life, investment, or pensions products
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Exposure to DB transfers
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Understanding of regulated environments and compliance processes
Benefits include:
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Private medical insurance (self-cover)
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Income protection (75% of salary for up to 3 years)
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Life assurance (4x salary)
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Critical illness cover (£50,000 lump sum)
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Pension (6% employer / 3% employee)
