IFA Administrator

IFA Administrator

Location: Farnborough, Hampshire

Salary: £27,000 - £35,000

Job Type: Full-time, Permanent

We are currently recruiting for a IFA Administrator to join a growing financial services team. This is an excellent opportunity for someone with IFA or provider experience who enjoys a fast-paced, varied role and wants to be part of a supportive and professional environment.

Key Responsibilities:

• Processing new business across investments, pensions and protection
• Managing cases through to completion and maintaining accurate pipelines
• Booking client review meetings
• Raising invoices and handling new business queries
• Supporting advisers, clients and providers
• Ensuring work is completed accurately and within service levels

About You:

• Previous experience within financial services, IFA or a provider
• Strong administration and organisational skills
• Excellent attention to detail
• Confident communicator with a professional approach
• Proficient in Microsoft Word and Excel
• Able to manage multiple priorities in a busy environment

Benefits include:

• Private Medical Insurance
• Income Protection
• Life Assurance
• Critical Illness cover
• Competitive pension
• Supportive team culture

If you are interested in this opportunity, please get in touch with Josie to apply or find out more.