Ifa Administrator

Premier Jobs UK; Greater London; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Pension

Life Assurance

Healthcare

Development plans

Career progression

Stable team

Job summary

Premier Jobs UK is seeking an experienced IFA Administrator to support a Senior Financial Adviser in Westerham. You’ll ensure the client journey runs smoothly from consultation to implementation within a stable, locally-focused financial planning firm.

In this hybrid role, you will coordinate adviser diaries, prepare meeting documentation, process new business, produce illustrations and valuations, maintain records, and communicate proactively with clients and providers.

Qualifications

• Proven experience as an Administrator within an IFA or financial planning environment.
• Strong knowledge of financial planning processes and new business procedures.
• Confident communication skills for client and provider liaison.
• Desirable: Experience using Curo, Intelligent Office or similar platforms.
• Desirable: Understanding of pension transfers, investment platforms and protection processing.

Responsibilities

• Coordinating adviser diaries and client meetings
• Preparing comprehensive meeting documentation
• Processing new business applications and liaising with providers
• Producing illustrations, valuations and transfer documentation
• Maintaining accurate records across back-office systems
• Proactive client communication to progress cases efficiently

Skills

Client liaison

Communication

Administrative

IFA experience

Tools

Curo

Intelligent Office

Job description

Are you an experienced IFA Administrator seeking your next job supporting a Senior Financial Adviser within a stable, locally-focused financial planning firm? This IFA Administrator opportunity in Westerham offers genuine career development within a growing national business that values exceptional client support and long-term team stability.

As an IFA Administrator, you'll deliver seamless service to a Senior Financial Adviser and their clients, ensuring advice processes run smoothly from consultation through to implementation. Working within an established, close-knit team, you'll act as a trusted liaison throughout the client journey.

Your IFA Administrator responsibilities include:

• Coordinating adviser diaries and client meetings
• Preparing comprehensive meeting documentation
• Processing new business applications and liaising with providers
• Producing illustrations, valuations and transfer documentation
• Maintaining accurate records across back-office systems
• Proactive client communication to progress cases efficiently

This IFA Administrator role offers genuine variety across wealth management processes. The Westerham office is known for its excellent local feel and supportive environment where team members thrive long-term, with clear scope to develop technical knowledge alongside an experienced Senior Financial Adviser.

IFA Administrator Requirements

• Essential: Proven experience as an Administrator within an IFA or financial planning environment
• Essential: Strong knowledge of financial planning processes and new business procedures
• Essential: Confident communication skills for client and provider liaison
• Desirable: Experience using systems such as Curo, Intelligent Office or similar platforms
• Desirable: Understanding of pension transfers, investment platforms and protection processing

The Company

A well-established national financial planning business undergoing significant growth, investing heavily in technology and people to enhance efficiency and service delivery. The Westerham office offers an excellent local feel within a collaborative, supportive culture where people genuinely build long-term careers.

IFA Administrator Benefits

• Salary of 28,000 to 32,000 depending on experience
• Hybrid working with flexible office/home balance to be discussed
• Comprehensive benefits including pension, life assurance and healthcare
• Structured development plans with clear progression pathways
• Stable team environment with excellent retention

Location

Commutable to Westerham - hybrid working arrangement with office attendance required.