IFA Administrator

We are currently recruiting for an experienced IFA Administrator to join a well-established and growing financial planning firm based in Braintree . This is a great opportunity for someone who enjoys working in a professional, client-focused environment and wants long-term stability and progression.

The Role You’ll be supporting Financial Advisers with the full administration process, ensuring a smooth and compliant client journey from start to finish.

Key responsibilities include:

Preparing and processing new business applications Liaising with product providers, clients, and advisers Producing suitability letters and client documentation Maintaining accurate client records and back-office systems Chasing outstanding requirements and managing workflows Supporting advisers with pre- and post-meeting administration

The Ideal Candidate Previous experience as an IFA Administrator (essential) Good understanding of financial planning products (pensions, investments, protection) Strong organisational and communication skills High attention to detail and compliance awareness Confident using back-office systems and MS Office What’s On Offer Competitive salary £30,000 – £35,000 depending on experience Supportive and friendly team environment Opportunity for long-term career progression Stable, reputable firm with a strong local presence If you’re an experienced IFA Administrator looking for your next role in Braintree , I’d love to speak with you.