IFA Administrator - Gerrards Cross

Blakemore Recruitment; Gerrards Cross; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial planning firm in Gerrards Cross seeks an IFA Administrator to efficiently manage client relationships and data. Ideal candidates have at least 2 years of experience working with high net worth clients in a financial planning context. Responsibilities include onboarding clients, preparing reviews, and delivering services in a timely manner. This role will provide a comprehensive support system in a client-focused environment.

Qualifications

• At least 2 years of experience as an IFA Administrator.
• Experience with high net worth UK resident private clients.
• Proven track record of delivering first-class service.

Responsibilities

• Efficiently process business and deliver excellent client service.
• Onboarding new clients with full administrative support.
• Maintain and update client data securely.
• Prepare client reviews and discussion documents.
• Build relationships with clients via various communication methods.
• Collaborate with administrative staff for applications.

Skills

Client relationship management

Data management

Financial planning

Communication skills

Job description

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IFA Administrator - Gerrards Cross, Gerrards Cross

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Client:

Blakemore Recruitment

Location:

Gerrards Cross, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

ff0994b89433

Job Views:

10

Posted:

01.08.2025

Expiry Date:

15.09.2025

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Job Description:

We are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their team.

This company illuminates their clients' financial world, building clarity and confidence, and optimizing every experience they have with them.

Responsibilities

• The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first-class service to clients.
• Understand and add value to clients' needs, focusing on continuous improvement and innovation.

Onboarding- providing full administrative support for onboarding new clients.

Data management- maintaining and updating client data securely.

Reviews- preparing client reviews, updating cash flow models, investment performance reviews, and producing reports and discussion documents.

Relationship Building- liaising with clients via telephone, letter, and email.

Proposition delivery- delivering services within agreed levels and timescales.

Coordination- collaborating with administrative staff to prepare application and provider forms and keep clients updated.

Partners- working with solicitors and accountants to implement action plans.

What they are looking for

Candidates should have at least 2 years of experience as an IFA Administrator, working with high net worth UK resident private clients, providing financial planning and investment management services.