IFA Administrator

Sammons Recruitment Ltd; Farnham; On-site; GBP 36,000 - 44,000; Full time

Job summary

Sammons Recruitment Ltd is seeking an experienced IFA Administrator in the Farnham, Surrey area. The role focuses on supporting financial advisers, preparing client paperwork, and progressing cases efficiently.

The ideal candidate has 2+ years in IFA or financial services administration, strong organisational skills, and comfort communicating with clients and providers. CRM or planning-system experience is desirable, with a permanent full-time position offering a clear career path.

Qualifications

• 2+ years' experience in IFA or financial services administration.
• Experience supporting financial advisers or working in an IFA environment.
• Strong administrative and organisational skills.
• Excellent attention to detail and accuracy.
• Confident communicating with clients and providers.
• Experience using CRM/financial planning systems is desirable.

Responsibilities

• Provide administration support to financial advisers and the financial planning team.
• Prepare client paperwork and process applications accurately and efficiently.
• Liaise with clients, financial providers and other relevant parties.
• Maintain accurate client records and update internal systems.
• Monitor and progress cases to ensure deadlines are met.
• Provide a professional and responsive service to clients and advisers.

Skills

IFA experience

Financial planning admin

Attention to detail

Client communication

Organisational skills

Tools

CRM software

Job description

Our client is seeking an experienced IFA Administrator to join their team near Farnham, Surrey. This is a great opportunity for someone with a strong background in financial planning administration, supporting advisers and ensuring client cases are progressed efficiently.

What's on Offer?

Job type: Full time, permanent

Location: Farnham, Surrey

Salary: Up to £40,000 p/a

Key Responsibilities:

• Provide administration support to financial advisers and the wider financial planning team.
• Prepare client paperwork and process applications accurately and efficiently.
• Liaise with clients, financial providers and other relevant parties.
• Maintain accurate client records and update internal systems.
• Monitor and progress cases to ensure deadlines are met.
• Provide a professional and responsive service to clients and advisers.

Skills, Experience, and Training Requirements:

• Minimum 2 years' experience in IFA, financial planning or relevant financial services administration.
• Experience supporting financial advisers or working within an IFA environment.
• Strong administrative and organisational skills.
• Excellent attention to detail and accuracy.
• Confident communicating with clients and financial providers.
• Experience using CRM or financial planning systems is desirable.

Our Ideal Candidate:

An organised and detail-focused financial services professional with genuine IFA or financial planning administration experience. You will be confident managing your own workload, communicating with clients and providers, and supporting advisers to ensure cases progress smoothly.

Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace and consider all applications.