IFA Administrator

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

Benefits offered by this job

Competitive salary

Career progression

Stable local firm

Job summary

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

The ideal candidate will have prior IFA administration experience, a strong understanding of pensions, investments, and protection, and excellent organisational and communication skills.

Qualifications

• 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.

Responsibilities

• 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

Skills

IFA Administration

Client communication

Tools

MS Office

Back-office systems

Job description

We are currently recruiting for an experienced IFA Administrator to join a well-established and growing financial planning firm based in Chelmsford. 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 GBP30,000 - GBP35,000 depending on experience
• Supportive and friendly team environment
• Opportunity for long-term career progression
• Stable, reputable firm with a strong local presence