IFA Administrator

Eden Rose; Eastbourne; On-site; GBP 28,000 - 35,000; Full time

Benefits offered by this job

Pension contribution above auto-enrolm

Salary sacrifice scheme

Death in Service cover

20 days holiday plus bank holidays

Stable, supportive and professional工作環

Job summary

Eden Rose in Hove, East Sussex, is seeking an IFA Administrator to join its wealth management team. This office-based role supports Chartered Financial Planners and ensures smooth day-to-day administration for around 200 existing clients.

You will handle day-to-day administration, process new business, maintain records, coordinate diaries, and prepare documentation for meetings. There are opportunities for advanced support work over time and a supportive working environment.

Qualifications

• Experience in financial planning, wealth management or IFA administration.
• Excellent organisational and communication skills.
• Strong attention to detail and accuracy.
• Professional and client-focused approach.
• Willingness to support all areas of the business when required.

Responsibilities

• Supporting Financial Planners with day-to-day administration.
• Processing new business applications and maintaining accurate records.
• Managing and updating client information on the back-office system.
• Chasing providers and clients for outstanding documentation and information.
• Booking appointments and coordinating adviser diaries.
• Answering incoming calls and handling client enquiries professionally.
• Preparing documentation for client meetings.
• Assisting with fund research and performance monitoring.
• Maintaining compliance and documentation standards.
• Providing general office and administrative support as required.

Skills

Organisational skills

Communications

Attention to detail

Client-focused

Team support

Tools

Intelligent Office (IO)

Job description

IFA Administrator

Location: Hove, East Sussex (Office-Based)

Salary: £28,000 - £35,000 DOE

Hours: Monday to Friday, 9:00am - 5:00pm

The Opportunity

An established and highly regarded wealth management and financial planning practice is seeking an IFA Administrator to join its friendly team in Hove.

Working alongside Chartered Financial Planners and experienced support staff, you will play a key role in ensuring the smooth day-to-day running of the business while delivering exceptional service to a loyal private client base.

This is an excellent opportunity for someone who enjoys variety in their role and is happy to get involved in all aspects of financial planning administration. The business has built its reputation on long-term client relationships and provides advice to around 200 existing clients, with a strong focus on service and client retention.

The Role

As an IFA Administrator, you will provide comprehensive support to the advisers and wider business, ensuring client cases progress efficiently from inception through to completion.

Key responsibilities include:

• Supporting Financial Planners with day-to-day administration


• Processing new business applications and maintaining accurate records


• Managing and updating client information on the back-office system


• Chasing providers and clients for outstanding documentation and information


• Booking appointments and coordinating adviser diaries


• Answering incoming calls and handling client enquiries professionally


• Preparing documentation for client meetings


• Assisting with fund research and performance monitoring


• Maintaining compliance and documentation standards


• Providing general office and administrative support as required

There will also be opportunities to become involved in more advanced support work, including report writing and broader technical support responsibilities over time.

About You

The ideal candidate will have experience working within a financial planning, wealth management or IFA environment and be comfortable operating in a small-team setting where flexibility and a positive attitude are essential.

You will possess:

• Previous experience in an IFA Administration or Financial Planning Support role


• Excellent organisational and communication skills


• Strong attention to detail and accuracy


• The ability to manage multiple tasks and priorities effectively


• A professional and client-focused approach


• Confidence communicating with both clients and providers
  
• A willingness to support all areas of the business when required

The following would be advantageous:

• Experience using Intelligent Office (IO)


• Knowledge of FE Analytics


• Experience with Dynamic Planner


• Exposure to cashflow modelling software


• Understanding of financial planning and wealth management processes

What's on Offer?

• Salary of £28,000 - £35,000 depending on experience


• Pension contribution above auto-enrolment minimum requirements


• Salary sacrifice scheme


• Death in Service cover


• 20 days holiday plus bank holidays


• Potential additional Christmas office closure days


• A stable, supportive and professional working environment


• Long-term career development opportunities within financial planning

Working Environment

This is a fully office-based position in Hove. The company believes collaboration and exceptional client service are best delivered through an office-based team environment. While occasional flexibility may be available in exceptional circumstances, this is not a hybrid or remote role.

Interview Process

• Initial telephone conversation


• Teams interview with members of the team


• Office visit


• Short assessment covering numeracy, written communication, vocabulary and general knowledge

If you're an experienced IFA Administrator looking to join a respected financial planning practice where your contribution will be valued and recognised, we'd love to hear from you.