IFA Administrator | Hybrid, Growth-Focused Finance Firm

FM JOBS LIMITED; Arundel; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Pension

Life assurance

Healthcare

Bonus scheme

Job summary

FM JOBS LIMITED is seeking an experienced IFA Administrator to join a fast-paced financial planning environment in Arundel and Borehamwood. You will deliver comprehensive administrative support across multiple planner portfolios, ensuring advice processes run smoothly from initial consultation through implementation.

This role offers hybrid working (3 days in the office, 2 days at home) and opportunities for progression within a growing national business that values resilience, accuracy and

Qualifications

• Proven experience as an administrator within an IFA or financial planning environment.
• Ability to work under pressure and meet deadlines consistently.
• Capacity to support multiple planners simultaneously.
• Desirable: experience using Curo or Intelligent Office; thrive in fast-paced, target-driven environments.

Responsibilities

• Supporting multiple Financial Planners and their client portfolios.
• Coordinating planner diaries and client meetings efficiently.
• Preparing comprehensive meeting documentation under tight deadlines.
• Processing new business applications and liaising with providers.
• Producing illustrations, valuations and transfer documentation.
• Maintaining accurate records across back-office systems.
• Proactive client communication to progress cases at pace.

Skills

Experience in IFA admin

Work under pressure

Multi-planner support

Strong work ethic

Tools

Curo

Intelligent Office

Job description

FM JOBS LIMITED is seeking an experienced IFA Administrator to join a fast-paced financial planning environment in Arundel and Borehamwood. You will deliver comprehensive administrative support across multiple planner portfolios, ensuring advice processes run smoothly from initial consultation through implementation.

This role offers hybrid working (3 days in the office, 2 days at home) and opportunities for progression within a growing national business that values resilience, accuracy and