Dynamic IFA Administrator in Fast-Paced Financial Planning

Premier Jobs UK; Arundel; On-site; GBP 26,000 - 36,000; Full time

Job summary

Premier Jobs UK is seeking an experienced IFA Administrator to join a fast-paced financial planning team in Arundel/Borehamwood. You will provide comprehensive admin support across multiple planner portfolios, ensuring processes flow smoothly from initial consultation to implementation.

In a KPI-driven office, you will handle meetings, client communications, illustrations and transfer documentation, with a clear path for progression in a growing national business.

Qualifications

• Experience as an administrator within an IFA or financial planning environment.
• Proven ability to work under pressure and meet deadlines consistently.

Responsibilities

• 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 quickly

Skills

IFA/financial planning administrator

Ability to work under pressure

Client communication

Job description

Premier Jobs UK is seeking an experienced IFA Administrator to join a fast-paced financial planning team in Arundel/Borehamwood. You will provide comprehensive admin support across multiple planner portfolios, ensuring processes flow smoothly from initial consultation to implementation.

In a KPI-driven office, you will handle meetings, client communications, illustrations and transfer documentation, with a clear path for progression in a growing national business.