IFA Administrator

Michael Page; Woodmancote; On-site; GBP 32,000 - 35,000; Full time

Job summary

A reputable organisation in financial services is seeking an IFA Administrator in Hove to provide key administrative support. The successful candidate will maintain client documentation, manage diaries for advisers, and ensure compliance within a professional environment. This permanent position offers a competitive salary between £32,500 and £35,000 per annum, with opportunities for skill development and a supportive work atmosphere.

Qualifications

• Experience in an administrative role within the financial services industry.
• Strong organisational skills and attention to detail.
• Proficiency in Microsoft Office applications.
• Knowledge of financial products and services.
• Excellent communication skills, both written and verbal.
• A proactive approach to problem-solving and supporting team goals.

Responsibilities

• Provide comprehensive administrative support to financial advisers and planners.
• Prepare client documentation and maintain accurate records.
• Liaise with clients and providers to ensure smooth processing of applications and policies.
• Manage and update client files and databases efficiently.
• Coordinate appointments and manage diaries for advisers.
• Handle incoming correspondence and distribute it appropriately.
• Assist with compliance and regulatory requirements within financial services.
• Contribute to the continuous improvement of administrative processes.

Skills

Administrative experience in financial services

Strong organisational skills

Proficiency in Microsoft Office

Knowledge of financial products

Excellent communication skills

Proactive problem-solving

Job description

Join a reputable organisation as an IFA Administrator in Hove, where you will play a key role in providing essential administrative support within the financial services industry. This permanent position offers an excellent opportunity to contribute to a thriving team in a professional environment.

Client Details

This organisation is a well-established within the financial services industry. As a small-sized team, they focus on delivering tailored solutions and maintaining high standards in their services. Based in Hove, they are committed to supporting their clients with expertise and precision.

Description

• Provide comprehensive administrative support to financial advisers and planners.
• Prepare client documentation and maintain accurate records.
• Liaise with clients and providers to ensure smooth processing of applications and policies.
• Manage and update client files and databases efficiently.
• Coordinate appointments and manage diaries for advisers.
• Handle incoming correspondence and distribute it appropriately.
• Assist with compliance and regulatory requirements within the financial services industry.
• Contribute to the continuous improvement of administrative processes.

Profile

A successful IFA Administrator should have:

• Experience in an administrative role within the financial services industry.
• Strong organisational skills and attention to detail.
• Proficiency in Microsoft Office applications.
• Knowledge of financial products and services.
• Excellent communication skills, both written and verbal.
• A proactive approach to problem‑solving and supporting team goals.

Job Offer

• Competitive salary ranging from 32,500 to 35,000 per annum.
• Permanent position within a reputable organisation in Hove.
• Opportunities to develop skills and grow within the financial services industry.
• Supportive and professional work environment.

If you are an experienced IFA Administrator looking for a rewarding role in Hove, we encourage you to apply and become part of this dedicated team in the financial services sector.