IFA Administrator

Anthony Alexandra; Sevenoaks; On-site; GBP 25,000 - 32,000; Full time

Job summary

Anthony Alexandra is seeking an experienced IFA Administrator to join a forward-thinking financial planning team in Sevenoaks. You will support Financial Planners and Paraplanners, handling client correspondence, applications, and meeting documentation to ensure a seamless service for clients.

The role requires strong organisation, excellent communication, and proficiency with Microsoft Office and Intelligent Office.

Qualifications

• Strong organisational and time management skills with exceptional attention to detail.
• Excellent communication and client relationship skills.
• Ability to prioritise and manage multiple tasks within a busy team environment.

Responsibilities

• Managing client correspondence and building strong, lasting client relationships.
• Processing new business applications across pensions, investments, and protection products.
• Preparing client review packs and meeting documentation.
• Coordinating client meetings and managing Financial Planner diaries.
• Obtaining provider illustrations, valuations, and product information.
• Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO).
• Handling client enquiries and liaising with providers to ensure timely resolution of requests.
• Providing comprehensive back-office and administrative support to the advice team.
• Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards.

Skills

Organisational skills

Time management

Communication

Client relationship skills

Prioritisation

Tools

Intelligent Office (IO)

Microsoft Office

Job description

Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices. With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team.

Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities.

Key Responsibilities

• Managing client correspondence and building strong, lasting client relationships.
• Processing new business applications across pensions, investments, and protection products.
• Preparing client review packs and meeting documentation.
• Coordinating client meetings and managing Financial Planner diaries.
• Obtaining provider illustrations, valuations, and product information.
• Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO).
• Handling client enquiries and liaising with providers to ensure timely resolution of requests.
• Providing comprehensive back-office and administrative support to the advice team.
• Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards.

About You

This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm.

To be successful, you will ideally have:

• Previous experience in an IFA or Financial Planning administration role.
• Strong organisational and time management skills with exceptional attention to detail.
• Excellent communication and client relationship skills.
• The ability to prioritise and manage multiple tasks within a busy team environment.
• Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software.

Why Join?

This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progression.