IFA Administrator

Blakemore Recruitment; Braintree; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Competitive salary

Supportive team

Career progression

Local presence

Job summary

Blakemore Recruitment is seeking an experienced IFA Administrator to join a well-established financial planning firm in Braintree. You will support Financial Advisers with the full administration process, ensuring a smooth and compliant client journey from start to finish.

Key responsibilities include preparing new business applications, liaising with providers and clients, and maintaining records with a strong emphasis on accuracy and compliance.

Qualifications

• Previous experience as an IFA Administrator is essential.
• Solid understanding of financial planning products (pensions, investments, protection).
• Strong organisational and communication skills.
• High attention to detail and compliance awareness.
• Confident using back-office systems and MS Office.

Responsibilities

• Support Financial Advisers with the full administration process from start to finish.
• Prepare and process new business applications, liaising with clients and product providers.
• Produce suitability letters and client documentation.
• Maintain accurate client records and back-office systems.
• Chase outstanding requirements and manage workflows.
• Assist advisers with pre- and post-meeting administration.

Skills

Organisational skills

Communication skills

Back-office systems

MS Office

Attention to detail

Compliance awareness

Tools

MS Office

Job description

We are currently recruiting for an experienced IFA Administrator to join a well-established and growing financial planning firm based in Braintree. This is a great opportunity for someone who enjoys working in a professional, client-focused environment and wants long-term stability and progression.

The Role

You’ll be supporting Financial Advisers with the full administration process, ensuring a smooth and compliant client journey from start to finish.

Key responsibilities include:

• Preparing and processing new business applications
• Liaising with product providers, clients, and advisers
• Producing suitability letters and client documentation
• Maintaining accurate client records and back-office systems
• Chasing outstanding requirements and managing workflows
• Supporting advisers with pre- and post-meeting administration

The Ideal Candidate

• Previous experience as an IFA Administrator (essential)
• Good understanding of financial planning products (pensions, investments, protection)
• Strong organisational and communication skills
• High attention to detail and compliance awareness
• Confident using back-office systems and MS Office

What's On Offer

• Competitive salary £30,000 - £35,000 depending on experience
• Supportive and friendly team environment
• Opportunity for long-term career progression
• Stable, reputable firm with a strong local presence

If you're an experienced IFA Administrator looking for your next role in Braintree, I'd love to speak with you.