IFA Administrator

Bond Recruitment; Alderley Edge; On-site; GBP 26,000 - 36,000; Full time

Job summary

Bond Recruitment is seeking an IFA Administrator in Alderley Edge, United Kingdom to handle day-to-day administration for servicing clients and new business. You will work closely with a financial planner to service a defined client bank and ensure records are immaculate for high-quality financial planning.

The role emphasizes accuracy, ownership, and the ability to manage workload within SharePoint and Curo environments, delivering reliable, compliant administrative support.

Qualifications

• Ownership and independence in previous roles.
• Ability to manage own workload and prioritise work effectively.
• Experience of Curo and SharePoint desirable.
• Administration experience and dealing with demanding clients.

Responsibilities

• Adhere to all company processes.
• Record and index communications in the document management system (SharePoint).
• Maintain immaculate and up-to-date records on the back-office system (Curo).
• Manage and maintain a task list within Curo and Outlook.
• Process new business forms and submissions to providers.
• Prepare the Annual Planning Meeting (APM) pack.
• General administration and processing tasks.
• Ask if not certain – accuracy is crucial.

Skills

Attention to detail

Verbal & written communication

IT skills

Integrity

Ownership

Tools

Curo

SharePoint

Job description

Alderley Edge, United Kingdom | Posted on 22/09/2026

Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business. A large andvery important part of this role is to ensure that electronic records are immaculate and up to date,which allows our client to deliver a first-class financial planning service to clients.The IFA Administrator will work closely with a financial planner and associate financial planner to service a definedclient bank.

The job role is varied but the principal responsibilities are as follows:

• Ensure that all company processes are adhered to.
• Ensure that all communications are recorded and indexed in the document management system(SharePoint)
• Ensure immaculate and up-to-date records on the back-office system (Curo)
• Manage and maintain a task list within Curo and Outlook. Thorough notes added to track progress.
• New business processing, completing forms and submitting to financial product providers.
• Production of Annual Planning Meeting (APM) preparation pack.
• General administration and processing.
• Ask if not certain about anything – accuracy is crucial, so it’s better to take more time

Knowledge &experienceAbility to demonstrate ownership & independence in previous rolesAbility to manage own workload and prioritise work effectivelyExperience of Curo and SharePoint desirableExperience of dealing with demanding clients.Administration experience

Skills

Ability to read, digest, assimilate information and prioritiseEye for detail and accuracyExcellent verbal and written communication skillsMonitoring, evaluating, and reportingExcellent IT skills, particularly Outlook, Word & ExcelAble to work within a defined business processAble to work under pressure on occasions to achieve deadlines whilst ensuringquality of work remains at the highest standardAct honestly and with integrity in accordance with the legal and businessrequirements as set out by the CompanyWork within the limits of your current competence and know when to request