IFA Administrator

Blakemore Recruitment; Greater London; On-site; GBP 36,000 - 44,000; Full time

Job summary

Independent Financial Planning firm in Hillingdon is seeking an Experienced Financial Planning Administrator to join a busy, client-focused team. You will provide comprehensive administrative support to Financial Advisers and ensure smooth processing of new and existing business.

The role requires recent IFA/Financial Planning Administrator experience, strong organisation, numeracy, and excellent communication.

Qualifications

• Recent experience as an IFA/Financial Planning Administrator is essential.
• Professional, articulate and well-presented.
• Strong organisational skills and ability to manage a busy workload.
• Excellent numeracy and attention to detail.
• Excellent written and verbal communication; able to work independently and as part of a team.

Responsibilities

• Online processing of new business applications for retail clients across pensions, investments, and protection.
• Liaising with product providers and platforms.
• Ongoing servicing and maintenance of client portfolios.
• Producing illustrations and quotations and pre-populating applications.
• Processing Letters of Authority.
• Updating portfolios for annual reviews and preparing review packs.
• Managing adviser diaries and scheduling appointments.
• Handling ad hoc administrative tasks for the team.
• Occasionally meeting clients and visitors to the office.

Skills

IFA experience

Financial planning

Attention to detail

Strong numeracy

Team player

Tools

Microsoft Office

Excel

Job description

Experienced Financial Planning Administrator

Location: Hillingdon

Salary: £40,000

Job Type: Full-time, Permanent

Recruiter Opportunity

We are currently working with a well-established and highly regarded Independent Financial Planning firm in Hillingdon who are looking to recruit an experienced Financial Planning Administrator to join their growing team.

This is an excellent opportunity for a professional and detail-oriented administrator with strong IFA experience who is looking to join a busy, client-focused environment offering stability and long-term career prospects.

The Role

You will provide comprehensive administrative support to Financial Advisers, ensuring the efficient processing of new and existing business while delivering a high standard of client service.

Key Responsibilities

• Online processing of new business applications for retail clients across Pensions, Investments and Protection in a timely and compliant manner
• Liaising with a wide range of product providers and platforms
• Ongoing servicing and maintenance of existing client portfolios
• Producing illustrations and comparison quotations, including collating supporting literature and pre-populating applications
• Processing Letters of Authority
• Updating client portfolios for annual reviews and preparing review packs and reports
• Managing adviser diaries, including scheduling and rescheduling appointments
• Handling ad hoc administrative tasks to support the wider team
• Occasionally meeting and greeting clients and visitors to the office

About You

• Recent experience working as an IFA / Financial Planning Administrator is essential
• Professional, articulate and well-presented
• Strong organisational skills with the ability to manage a busy workload
• Excellent attention to detail with strong numeracy and accuracy skills
• Confident communicator with good written and verbal communication
• Ability to work both independently and as part of a team
• Competent in IT systems, including Microsoft Office and Excel

What's on Offer

• Salary of £40,000
• Opportunity to join a supportive and professional financial planning firm
• Stable, long-term career opportunity within a growing business
• Positive team environment and modern office setting