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IFA Administrator

Job in Cobham, Surrey County, KT11, England, UK
Listing for: Heat Recruitment
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 30000 - 35000 GBP Yearly GBP 30000.00 35000.00 YEAR
Job Description & How to Apply Below

Location:

Cobham

Salary £30,000 - £35,000

Type:
Permanent

Workplace:
On‑Site

Recruiter:
Managing This Role – IFA Admin, Cobham

Up to £35,000

The opportunity for a Financial Planning Administrator to join a well‑established Financial Services Practice based near Cobham has arisen.

We are looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.

Benefits
  • 25 days plus bank holidays
  • Pay for study towards Financial Service exams
  • Salary reviews
  • 5% ER pension contribution
  • 4x DIS
  • Great staff retention friendly environment
Hours

9 AM to 5 PM

Discretionary Bonuses (5‑15%)

5% ER pension contribution

Qualifications
  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Strong understanding of investments and pensions
  • Any Financial Services qualifications are desired

Apply today to be considered for this Adviser Support 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.

Synonyms : Client Services Administrator, Sales Support, IFA Admin, Adviser Support, Financial Planning Administrator, Financial Service Support

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