IFA Administrator - Cambridge

Artemis Recruitment Consultants; Cambridge; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment consultancy in Cambridge seeks an IFA Administrator to assist Financial Advisers in client management and suitability reporting. Candidates should have a background in financial advice services, possess strong communication skills, and be organized to manage multiple tasks. The role emphasizes compliance with company policies and interaction with clients and third parties, offering a supportive work environment.

Qualifications

• Experience in financial advice services or similar environment.
• Willingness to learn and update skills.
• Goal-oriented with a focus on delivering targets.

Responsibilities

• Handle client and third-party queries effectively through clear communication.
• Record all client communications accurately in line with company policy.
• Collaborate with Financial Advisers to discuss client objectives and compile financial reports.

Skills

Understanding of the Financial Planning process

Ability to work within defined business processes

Strong planning and prioritization skills

Excellent written and verbal communication skills

Good report writing skills

Education

CII or RO part qualified

Job description

Social network you want to login/join with:

IFA Administrator - Cambridge, Cambridge

Location: Cambridge, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference:

42d27ec789c4

Job Views:

40

Posted:

10.08.2025

Expiry Date:

24.09.2025

Job Description:

IFA Administrator - Cambridge

Working in collaboration with Financial Advisers and colleagues, you will assist in preparing recommendations and producing suitability reports in line with company policy. Responsibilities include maintaining client records, data gathering, and application form preparation and submission. The role involves promoting the company’s services in a professional and FCA compliant manner.

Key Responsibilities:

1. Handle client and third-party queries effectively through clear communication.
2. Record all client communications accurately in line with company policy.
3. Gather and verify client information ensuring compliance documentation is complete.
4. Collaborate with Financial Advisers to discuss client objectives and compile financial reports.
5. Liaise with product providers and third parties for additional information.
6. Assist in identifying planning areas and sourcing solutions, including tax calculations.
7. Obtain quotes, illustrations, and product details for comparison.
8. Prepare suitability letters and reports for approval, including pre-completion documentation for clients.
9. Support administrative functions such as new business processing and scheduling meetings.

Key Skills:

• Understanding of the Financial Planning process
• Ability to work within defined business processes
• Self-motivated to achieve outcomes
• Strong planning and prioritization skills
• Attention to detail and accuracy
• Excellent written and verbal communication skills
• Ability to multitask and work independently or in a team
• Good report writing skills

Knowledge & Experience:

• Experience in financial advice services or similar environment
• Ability to analyze information and identify key features
• Willingness to learn and update skills
• Goal-oriented with a focus on delivering targets
• Ability to retain and review supporting records

The ideal candidate will be organized, delivery-focused, and experienced in financial planning. Candidates who are CII or RO part qualified will be considered, with salary reflecting experience.