IFA Administrator

Premier Jobs UK Limited; Borehamwood; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Pension

Life assurance

Healthcare

Performance-based bonus scheme

Development opportunities

Job summary

Premier Jobs UK Limited is recruiting an experienced IFA Administrator for a fast-paced financial planning firm offering hybrid working across Arundel and Borehamwood.

You will support multiple Financial Planners, manage diaries and client meetings, prepare documentation, and liaise with providers to progress cases.

Salary £28,000–£32,000 with pension, life assurance, healthcare and a performance bonus; opportunities for development in a growth-focused national business.

Qualifications

• Proven experience as an Administrator within an IFA or financial planning environment
• Ability to work under pressure and meet deadlines consistently
• Strong work ethic with capacity to support multiple planners simultaneously
• Desirable: experience using Curo or Intelligent Office

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 at pace

Skills

Administrative experience

Under pressure

Multi-planner support

Client communication

Tools

Curo

Intelligent Office

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
• Essential: Strong work ethic with capacity to support multiple planners simultaneously
• Desirable: Experience using systems such as Curo, Intelligent Office or similar platforms
• Desirable: Track record of thriving in fast-paced, target-driven environments

The Company

A well-established national financial planning business undergoing significant growth, investing heavily in technology and people to enhance efficiency and service delivery within a performance-focused culture.

IFA Administrator Benefits

• Salary of £28,000 to £32,000 depending on experience
• Hybrid working: 3 days office, 2 days home
• Comprehensive benefits including pension, life assurance and healthcare
• Performance-based bonus scheme
• Development opportunities within high-growth environment

Location

Commutable to Arundel or Borehamwood