Ifa Administrator

Reed; Hosey Hill; On-site; GBP 23,000 - 30,000; Full time

Job summary

Reed in Sevenoaks is seeking an IFA Administrator to join its established client support team. You will support advisers in a regulated environment, ensuring documentation, applications and reviews are managed efficiently and accurately.

Working closely with senior professionals, you will deliver first-class service to clients while maintaining records and updating internal systems. This is a long-term career development opportunity in a growing professional services business.

Qualifications

• Experience within wealth management, financial services or a regulated environment.
• Strong administrative and organisational skills with attention to detail.
• Ability to manage multiple priorities and meet deadlines.
• Excellent communication and relationship-building abilities.

Responsibilities

• Supporting consultants with all aspects of client administration.
• Processing applications and monitoring cases through to completion.
• Preparing client documentation, reports and review packs.
• Managing client records and updating internal systems.
• Liaising with clients, third-party providers and external stakeholders.
• Assisting with onboarding and due diligence requirements.
• Handling client enquiries by phone, email and correspondence.
• Monitoring outstanding requirements and ensuring service standards are met.
• Maintaining accurate records in line with regulatory and company requirements.
• Supporting the wider team with administrative and operational tasks.

Skills

Administrative skills

Organisational skills

Communication

Attention to detail

Tools

CRM systems

Microsoft Office

Job description

IFA Administrator

Location: Sevenoaks
Hours: Full Time, Office based

A highly regarded financial services organisation is seeking an experienced IFA Administrator to join its established client support team. This is an excellent opportunity for an individual with experience supporting advisers within a regulated environment who is looking for long-term career development and progression.

Working closely with senior professionals, you will play a key role in delivering a first‑class service to clients, ensuring documentation, applications and ongoing reviews are managed efficiently and accurately.

Key Responsibilities

• Supporting consultants with all aspects of client administration.
• Processing applications and monitoring cases through to completion.
• Preparing client documentation, reports and review packs.
• Managing client records and updating internal systems.
• Liaising with clients, third‑party providers and external stakeholders.
• Assisting with onboarding and due diligence requirements.
• Handling client enquiries by phone, email and correspondence.
• Monitoring outstanding requirements and ensuring service standards are met.
• Maintaining accurate records in line with regulatory and company requirements.
• Supporting the wider team with administrative and operational tasks.

About You

• Previous experience within wealth management, financial services, professional services or a regulated environment.
• Strong administrative and organisational skills.
• Ability to manage multiple priorities and work to deadlines.
• Excellent communication and relationship‑building abilities.
• High levels of accuracy and attention to detail.
• Competent user of CRM and Microsoft Office systems.
• Proactive, professional and eager to develop your career.

What's on Offer?

• Full‑time permanent opportunity
• Supportive and collaborative team environment
• Ongoing training and professional development
• Clear progression opportunities into more senior positions
• Exposure to a varied and interesting client portfolio

This opportunity would suit an organised administrator looking to build a long‑term career within a growing and respected professional services business.