IFA Administration Specialist — Hybrid, Study Support

Optima Recruitment Limited; Farnham; Hybrid; GBP 31,000 - 36,000; Full time

Benefits offered by this job

Hybrid work pattern

25 days annual leave

Pension with employer contributions

Parking

Job summary

Optima Recruitment Limited is seeking an IFA Administrator in Farnham to support IFA practices with pensions and investment cases. You will liaise with clients, consultants and providers to ensure an efficient service and keep the Intelliflo system up to date.

The role offers hybrid working (office-based 3 days, home 2 days), 25 days annual leave plus a birthday day, and a pension with employer contributions. DOE salary extends to £31,000–£36,000.

Qualifications

• Experience of administering financial planning products.
• Knowledge of back-office processes and client management systems.
• Ability to prioritise workload and manage multiple tasks.

Responsibilities

• New business processing of pensions and investment cases.
• Liaising with financial consultants, paraplanners and providers.
• Keeping Intelliflo up to date.
• Diary keeping and file preparation for reviews.

Skills

IFA administration

Financial products admin

Prioritisation

Intelligent Office

Attention to detail

Professional communication

Education

CII Certificate in Financial Administration

Relevant industry qualification

Tools

Intelliflo/Intelligent Office

Job description

Optima Recruitment Limited is seeking an IFA Administrator in Farnham to support IFA practices with pensions and investment cases. You will liaise with clients, consultants and providers to ensure an efficient service and keep the Intelliflo system up to date.

The role offers hybrid working (office-based 3 days, home 2 days), 25 days annual leave plus a birthday day, and a pension with employer contributions. DOE salary extends to £31,000–£36,000.