IFA Administrator – Pensions & Investments

Horsham (Head Office)
Full-time | Permanent | Office-Based
Join a leading UK financial advice network


We’re recruiting an experienced IFA Administrator to join the Pensions & Investment team within a highly respected Financial Services firm in Horsham, West Sussex.
The company supports financial advisers nationwide with high-quality compliance, operations and business support, and are focused on delivering excellent outcomes for clients and ensuring our advisers can offer whole-of-market solutions with confidence.
This is an ideal opportunity for an organised, detail-focused administrator with pensions and investment experience who wants to join a professional, supportive, and values-led environment.


The Role

As an IFA Administrator, you will play a key role in supporting advisers across pension and investment business. You’ll ensure cases are processed efficiently, accurately, and in line with regulatory requirements, while delivering a great service to both clients and providers.


Your main responsibilities will include:*Processing new pension and investment applications via provider platforms and by post
*Chasing providers for updates to ensure cases progress smoothly
*Keeping clients updated throughout each stage of their application
*Entering and maintaining client information on back-office systems (INVU / Intelligent Office)
*Uploading and managing all client documentation
*Issuing client correspondence including plan schedules, post-sale letters and service documents
*Producing ongoing service reports and support packs for adviser review meetings
*Ensuring adviser submissions are complete and compliant before processing
*Managing priorities and meeting workflow deadlines
*Supporting advisers and colleagues with day-to-day administrative queries
*Ensuring all work aligns with FCA requirements and "Client Best Interest" standards


What We’re Looking For

Essential experience:*Previous administration experience within Financial Services
*Strong knowledge of pensions and investments (Personal, GPP or Occupational)
*FA1 – Life Office Administration qualification
*Strong communication skills and a confident telephone manner
*Excellent organisational skills and ability to work to deadlines
*Good working knowledge of Word, Excel & database systems
*Understanding of industry providers, products & processes


Desirable (not essential):*FA2, CF1, or RO1 qualifications
*Experience working in an IFA, network or provider environment
*Previous use of Intelligent Office / INVU


Who You Are*Professional, customer-focused, and comfortable communicating with advisers, clients and providers
*Able to work independently as well as part of a busy team
*Methodical, organised and confident under pressure
*Quick to learn and open to ongoing training and development
*Reliable with strong attention to detail


Why Join?*Work for one of the UK’s leading financial advice networks
*Supportive team culture with a strong focus on quality and development
*A values-driven business built on Integrity, Professionalism, Consumer Focus and Partnership
*Structured processes, modern systems and development opportunities
*Commitment to CPD and personal progression


How to ApplyIf you have experience within IFA administration and enjoy working in a structured, professional environment where client outcomes come first, we’d love to hear from you.


Click Apply Now or send your CV for immediate consideration.