IFA Administrator | Hybrid, Mentoring & Career Growth

Anderson Recruitment Ltd; Cheltenham; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Company pension

Life insurance

24 days annual leave

Bank holidays

Support towards industryQualifications

Mentoring and progression

Job summary

Anderson Recruitment Ltd is working with a well-established Cheltenham-based independent financial planning practice to recruit an experienced IFA Administrator. You will support several Independent Financial Advisers and fellow administrators, sharing workloads to ensure an exceptional level of service for clients.

This collaborative role includes mentoring toward professional qualifications, a hybrid working arrangement (2 days in the office, 3 days at home) and a structured path for career

Qualifications

• Experience in IFA support or IFA administration roles.

Responsibilities

• Prepare client review packs for adviser meetings.
• Process new business applications across pensions, investments, protection and mortgages.
• Maintain and update client records with accuracy and compliance.
• Liaise with providers, advisers and clients to progress applications and queries.
• Produce client documentation and reports.
• Draft suitability reports for advisers.
• Support advisers with ongoing client administration.
• Ensure all work complies with FCA requirements.

Skills

IFA administration

Job description

Anderson Recruitment Ltd is working with a well-established Cheltenham-based independent financial planning practice to recruit an experienced IFA Administrator. You will support several Independent Financial Advisers and fellow administrators, sharing workloads to ensure an exceptional level of service for clients.

This collaborative role includes mentoring toward professional qualifications, a hybrid working arrangement (2 days in the office, 3 days at home) and a structured path for career