IFA Administrator

BN18, Arundel, West Sussex

£28000 - £32000/annum depending on experience

Are you an experienced IFA Administrator seeking your next job within a fast-paced, high-performing financial planning environment? This IFA Administrator opportunity in Arundel and Borehamwood offers the chance to work in a dynamic office supporting multiple Financial Planners within a growing national business that values resilience and strong work ethic.

As an IFA Administrator, you'll deliver comprehensive administrative support across multiple planner portfolios, ensuring advice processes run smoothly from initial consultation through to implementation. Working within a busy, KPI-driven team, you'll thrive under pressure while maintaining exceptional service standards.

Your IFA Administrator responsibilities include:

Supporting multiple Financial Planners and their client portfolios
Coordinating planner diaries and client meetings efficiently
Preparing comprehensive meeting documentation under tight deadlines
Processing new business applications and liaising with providers
Producing illustrations, valuations and transfer documentation
Maintaining accurate records across back-office systems
Proactive client communication to progress cases at pace

This IFA Administrator role demands someone who can handle high workloads without compromising quality. The Arundel office is experiencing significant growth, offering driven administrators the opportunity to demonstrate their capabilities in a demanding but rewarding environment with clear progression potential.

IFA Administrator Requirements

Essential: Proven experience as an Administrator within an IFA or financial planning environment
Essential: Demonstrable ability to work under pressure and meet deadlines consistently
Essential: Strong work ethic with capacity to support multiple planners simultaneously
Desirable: Experience using systems such as Curo, Intelligent Office or similar platforms
Desirable: Track record of thriving in fast-paced, target-driven environments

The Company
A well-established national financial planning business undergoing significant growth, investing heavily in technology and people to enhance efficiency and service delivery within a performance-focused culture.

IFA Administrator Benefits

Salary of £28,000 to £32,000 depending on experience
Hybrid working: 3 days office, 2 days home
Comprehensive benefits including pension, life assurance and healthcare
Performance-based bonus scheme
Development opportunities within high-growth environment

Location
Commutable to Arundel or Borehamwood

Apply today to join a high-performing team where capable IFA Administrators can genuinely make their mark and progress their careers.

Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

This is a summary of a vacancy from the advertiser. Read the full job description and apply →