Full job descriptionIFA Administrator
Location: Farnborough (hybrid working available)
Salary: £27,000 – £35,000 + 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)