Full job descriptionWe are currently recruiting for an experienced IFA Administrator to join a well-established and growing financial planning firm based in Chelmsford. 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