IFA Administrator - Ashbourne (Hybrid) - up to £35,000

JR United Kingdom; Ashbourne CP; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A leading financial services firm seeks an IFA Administrator in Ashbourne. This hybrid role requires 2-3 years' experience in financial services, providing administrative support to Independent Financial Advisers. Join a positive and inclusive environment with career development opportunities.

Benefits

Career development opportunities

Positive and inclusive work environment

Qualifications

• Minimum 2-3 years of experience in IFA or financial services administrative role.
• Strong knowledge of financial products and industry regulations.
• Experience with financial software platforms is advantageous.

Responsibilities

• Provide administrative support to IFAs across all aspects of client servicing.
• Process new business applications including pensions and investments.
• Maintain accurate client records in line with regulatory requirements.

Skills

Attention to Detail

Organisational Skills

Effective Communication

Tools

Intelliflo

XPlan

Job description

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IFA Administrator - Ashbourne (Hybrid) - up to £35,000, ashbourne

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Client:

Heat Recruitment

Location:

ashbourne, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

My client who operates within a stunning office environment, also offering a hybrid working arrangement is is seeking a skilled IFA Administrator with at least 2–3 years’ experience in financial services to join their dynamic and professional team.

The successful candidate will play a pivotal role in supporting Independent Financial Advisers (IFAs) and ensuring the smooth running of the firm's financial services operations.

Key Responsibilities

• Provide administrative support to IFAs across all aspects of client servicing
• Process new business applications including pensions, investments, and protection products
• Maintain accurate and up-to-date client records in line with regulatory requirements
• Liaise with clients, providers, and internal teams to ensure timely completion of tasks
• Prepare client documentation including suitability reports, valuations, and meeting packs
• Support advisers with diary management, meeting preparation, and follow-ups
• Contribute to ongoing process improvements and uphold compliance standards

Candidate Profile

• A minimum of 2–3 years’ experience in an IFA or financial services administrative role
• Strong knowledge of financial products, provider procedures, and industry regulations
• Excellent attention to detail and organisational skills
• Effective communicator with strong interpersonal abilities
• Capable of working independently while contributing to a wider team
• Experience using platforms such as Intelliflo, XPlan, or similar systems is advantageous

Benefits and Culture

• A positive and inclusive work environment that values teamwork and initiative
• Career development opportunities within a respected and growing firm
• A chance to contribute to a client-centric business with a strong ethical foundation