More jobs:
IFA Administrator
Job in
Farnham, Surrey County, GU9, England, UK
Listed on 2026-10-02
Listing for:
Sammons Recruitment Ltd
Full Time
position Listed on 2026-10-02
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Finance Assistant, Business Administration, Accounting & Finance
Job Description & How to Apply Below
What’s on Offer?
Job type:
Full time, permanent
Location:
Farnham, Surrey
Salary:
Up to £40,000 p/a
Key Responsibilities:
Provide administration support to financial advisers and the wider financial planning team.
Prepare client paperwork and process applications accurately and efficiently.
Liaise with clients, financial providers and other relevant parties.
Maintain accurate client records and update internal systems.
Monitor and progress cases to ensure deadlines are met.
Provide a professional and responsive service to clients and advisers.
Skills, Experience, and Training Requirements:
Minimum 2 years’ experience in IFA, financial planning or relevant financial services administration.
Experience supporting financial advisers or working within an IFA environment.
Strong administrative and organisational skills.
Excellent attention to detail and accuracy.
Confident communicating with clients and financial providers.
Experience using CRM or financial planning systems is desirable.
Our Ideal Candidate:
An organised and detail-focused financial services professional with genuine IFA or financial planning administration experience. You will be confident managing your own workload, communicating with clients and providers, and supporting advisers to ensure cases progress smoothly.
How to Apply:
If you have the relevant IFA administration experience and are looking for your next career opportunity, we would really like to hear from you. Apply directly through this advert with your CV.
If you know someone suitable for this role, share the word and through our referral scheme receive up to £250! for full details on all Permanent, Temporary and Contract career opportunities we are actively seeking candidates for. Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace and consider all applications. Any salary advertised is for search purposes only.
If you have not heard from us within 7 days you will have not been successful on this occasion, however, we would welcome your application for alternative vacancies
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