Job Title: IFA Administrator
Location: Chelmsford (Ford End)
Salary: Competitive, dependent on experience
About the OpportunityWe are working with a well-established and client-focused financial planning firm who are looking to appoint an experienced IFA Administrator to join their growing team.
This is an excellent opportunity for someone with a background in financial services administration to join a supportive and professional environment, where you will play a key role in ensuring the smooth delivery of client services.
Why Apply?*Join a highly regarded and supportive financial planning business
*Work closely with experienced advisers and paraplanners
*Gain exposure to the full client journey
*Excellent opportunity for career progression into paraplanning or advisory roles
*Ongoing training and professional development
Key ResponsibilitiesAs an IFA Administrator, you will be responsible for:
Client Servicing & Administration
*Processing client instructions accurately and efficiently, including non-advised transactions
*Handling day-to-day client queries in a professional and timely manner
*Preparing and issuing client communications
*Maintaining accurate and up-to-date client records
New Business Processing
*Preparing and submitting new business applications
*Ensuring all documentation is complete and compliant
*Tracking cases through to completion and resolving issues
*Liaising with providers and platforms
*Keeping advisers and clients updated on progress
Provider & Platform Liaison
*Obtaining policy information, valuations, and illustrations
*Chasing providers for updates and outstanding requirements
*Managing platform transactions and queries
*Building and maintaining strong working relationships with providers
Review & Ongoing Support
*Preparing annual review packs and documentation
*Managing review schedules and coordinating diaries
*Ensuring data accuracy for client reviews
*Supporting the ongoing service proposition
Compliance & File Management
*Ensuring all client files meet regulatory and internal standards
*Maintaining audit-ready records
*Identifying and escalating any inconsistencies or missing information
*Supporting compliance checks and AML processes
What We’re Looking For*Previous experience in an IFA administration role or financial services environment
*Strong attention to detail and organisational skills
*Excellent communication skills, both written and verbal
*A proactive and methodical approach to work
*Good understanding of compliance and FCA regulations
*Ability to manage multiple tasks and work to deadlines
*A positive, team-focused attitude
Desirable Experience*Experience with financial platforms such as Quilter, Transact, or similar
*Knowledge of pensions, investments, and protection products
*Familiarity with CRM and back-office systems
*Understanding of AML processes and regulatory requirements
What’s on OfferThis role offers the opportunity to join a progressive firm that values professional development and internal progression. You will receive support and mentoring while developing your technical knowledge and experience within financial planning.
How to ApplyIf you are interested in this opportunity, please submit your CV today.
A member of our specialist recruitment team will review your application and be in touch if your experience matches the requirements. We will also take the time to understand your career goals and explore other suitable opportunities.
Due to the high volume of applications, we are only able to contact shortlisted candidates. If you have not heard from us within 7 days, please assume your application has been unsuccessful on this occasion.