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IFA Administrator - Coggeshall

Blakemore Recruitment

Colchester

On-site

GBP 25,000 - 35,000

Full time

2 days ago
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Job summary

A recruitment agency is seeking an IFA Administrator in Colchester, UK, to provide essential support in a financial planning practice. The ideal candidate will manage client documentation, maintain relationships, and ensure efficient service. Proven proficiency in Microsoft Office, excellent communication, and a client-focused approach are necessary. This role offers a chance to work in a dynamic environment supporting Financial Advisers.

Qualifications

  • Experienced Financial Services Administrator.
  • High-level support to clients in a compliant manner.
  • Passionate about administration and team support.

Responsibilities

  • Answering telephones and sorting post.
  • Submitting new business and tracking completion.
  • Compiling client meeting packs with documentation.

Skills

Microsoft Office proficiency
Excellent communication skills
Client-focused approach
Organized and motivated
Industry knowledge
Accurate data entry skills

Job description

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IFA Administrator - Coggeshall, Colchester

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Client:

Blakemore Recruitment

Location:

Colchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

c689b373c840

Job Views:

25

Posted:

01.08.2025

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Job Description:

We are currently recruiting for a Financial Planning practice in Coggeshall who are looking to recruit an IFA Administrator to join their busy team.

They are currently seeking an experienced Financial Services Administrator to provide pre- and post-sales support to Financial Advisers, ensuring client documentation and requests are accurately processed and completed within required timeframes and in accordance with company compliance guidelines.

The ideal candidate would be passionate about administration, supporting, and working as part of a team with Wealth Planning experience. They should provide high-level support to clients in an efficient, compliant, and professional manner.

Experience:

  • Proficient in Microsoft Office and other applications
  • Excellent written and verbal communication skills
  • Client-focused approach
  • Organized and highly motivated
  • Good industry knowledge
  • Accurate data entry and record-keeping skills

Key Responsibilities:

  • Answering telephones
  • Sorting and distributing post
  • Submitting new business and tracking to completion
  • Obtaining illustrations, key features, and application forms from platforms & providers as required
  • Compiling client meeting packs with documentation such as valuations, client agreements, fact finds, risk questionnaires, and profiles for adviser use
  • Posting client documentation to clients or providers as appropriate
  • Issuing signed letters of authority to providers and obtaining standard policy information to update client records on Intelligent Office
  • Maintaining accurate client personal and policy details
  • Responding to written, telephone, and electronic inquiries from advisers, colleagues, clients, and providers
  • Providing clients with timely and accurate information and obtaining new business and existing policy details as needed
  • Maintaining relationships with providers to ensure professional service
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