Ifa Administrator

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

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