Ifa Administrator

Premier Jobs UK; South Street; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Pension

Life assurance

Healthcare

Career progression

Job summary

Premier Jobs UK in Westerham is seeking an experienced IFA Administrator to support a Senior Financial Adviser within a locally focused financial planning firm. This role offers genuine career development and a stable team environment.

You will coordinate adviser diaries, prepare meetings, process new business, produce illustrations and maintain records across back-office systems while proactively communicating with clients to progress cases. Hybrid working is available.

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 familiarity with systems such as Curo or Intelligent Office.
• 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

Diary coordination

Client liaison

Communication skills

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

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.