Ifa Administrator

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

Benefits offered by this job

Hybrid working

Pension

Life assurance

Healthcare

Performance bonus

Job summary

Premier Jobs UK is seeking an IFA Administrator to join a fast-paced financial planning environment. You will support multiple planners, coordinate diaries, prepare meeting documentation, and handle new business applications while liaising with providers.

The role offers hybrid working and a clear progression path within a growing national business that values resilience and strong work ethic.

Qualifications

• 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 Curo, Intelligent Office or similar platforms.
• Desirable: Track record of thriving in fast-paced, target-driven environments.

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

Experience as IFA/Financial Planning行政

Ability to work under pressure

Strong work ethic

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.

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