Ifa Administrator

IFA Administrator

Location:

Farnborough (hybrid working available)
Salary: £27,000 – £33,500 + 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:

* Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate)

* Managing cases from submission through to “in force” status

* Proactively managing pipeline cases in line with SLAs

* Raising new business invoices

* Booking annual review meetings

* Handling queries from advisers, clients, and providers

* Maintaining accurate and compliant client records

* Ensuring documentation is stored correctly

* Supporting wider team objectives and service standards

Experience required:

* Previous financial services experience (ideally within an IFA or provider environment)

* Experience processing new business across multiple product types

* Strong administrative and customer service skills

* Proficiency in Microsoft Word and Excel

* Minimum of 5 GCSEs (A–C / 9–4), including Maths and English

Desirable:

* Experience with life, investment, or pensions products

* Exposure to DB transfers

* Understanding of regulated environments and compliance processes

Benefits include:

* Private medical insurance (self-cover)

* Income protection (75% of salary for up to 3 years)

* Life assurance (4x salary)

* Critical illness cover (£50,000 lump sum)

* Pension (6% employer / 3% employee)