IFA Administrator

PSM Recruitment Ltd; Cheltenham; Hybrid; GBP 31,500 - 38,500; Full time

Benefits offered by this job

Bonus scheme

Hybrid working

Job summary

Trades Workforce Solutions is seeking a Senior IFA Administrator with strong mortgage knowledge for a hybrid role in Cheltenham. You will own an established mortgage book and provide back-office support across the advisory team.

The position offers hybrid working, a salary up to £35,000 DOE plus bonus, and long-term career opportunities within a professional financial services practice.

Qualifications

• Must have experience as Senior IFA Administrator.
• Strong working knowledge of Intelligent Office (IO).
• Mortgage administration or mortgage arranging experience.
• Mortgage qualifications would be advantageous.
• Level 4 Diploma welcomed but not essential.
• Able to work independently with minimal supervision.
• Highly organised with excellent attention to detail.
• Team player within a close-knit, supportive business.

Responsibilities

• Managing and developing an existing mortgage book.
• Preparing and processing mortgage applications.
• Income reconciliation.
• Updating client records and fact finds using Intelligent Office (IO).
• Preparing applications and basic SimplyBiz templated suitability reports.
• Completing annual suitability reviews.
• Cash calculations.
• Liaising with providers to resolve missing payments and delayed transfers.
• Providing comprehensive administrative support to the wider advisory team.

Skills

Mortgage knowledge

Intelligent Office IO

Independent working

Attention to detail

Team player

Education

Level 4 Diploma (mortgage/financial services)

Tools

Intelligent Office (IO)

Job description

Senior IFA Administrator (Mortgage Focus)

Hybrid working
Up to £35,000 DOE + Bonus
Full Time | Permanent

Are you an experienced Senior IFA Administrator with strong mortgage knowledge looking for a varied role within a friendly, established financial services team?

This is not a traditional paraplanning role, the successful candidate will primarily take ownership of an established mortgage book, while also providing high-quality back‑office support across the wider financial planning business.

This is an excellent opportunity for someone who enjoys working independently, takes ownership of their workload, and is looking for a hybrid position.

Key Responsibilities

• Managing and developing an existing mortgage book.
• Preparing and processing mortgage applications.
• Income reconciliation.
• Updating client records and fact finds using Intelligent Office (IO).
• Preparing applications and basic SimplyBiz templated suitability reports.
• Completing annual suitability reviews.
• Cash calculations.
• Liaising with providers to resolve missing payments and delayed transfers.
• Providing comprehensive administrative support to the wider advisory team.

The Ideal Candidate

• Previous experience as a Senior IFA Administrator.
• Strong working knowledge of Intelligent Office (IO) is essential.
• Mortgage administration or mortgage arranging experience is essential.
• Mortgage qualifications would be advantageous.
• Level 4 Diploma (or working towards it) is welcomed but not essential.
• Able to work independently with minimal supervision.

Highly organised with excellent attention to detail.

A team player who enjoys working within a close-knit, supportive business.

What’s on Offer

• Salary up to £35,000, depending on experience.
• Bonus scheme.
• Hybrid working
• Join a friendly, professional and well-established financial services practice.
• A varied role with genuine responsibility and autonomy.
• Long-term career opportunity within a supportive team.