IFA Administrator – Hybrid working

Anderson Recruitment Ltd; Cheltenham; Hybrid; GBP 18,000 - 30,000; Full time

Benefits offered by this job

Company pension

Life insurance

Qualifications support

Mentoring & progression

Social events

Conferences with expenses covered

Job summary

Anderson Recruitment Ltd is partnering with a Cheltenham-based financial planning practice to recruit an experienced IFA Administrator. You will support several Independent Financial Advisers and a team of administrators, handling client administration and ensuring FCA compliance.

Role is hybrid after probation (2 days in office, 3 days remote). Responsibilities include preparing client review packs, processing new business applications across pensions, investments, protection and mortgages,

Qualifications

• Experience in an IFA support or administration role
• Good understanding of pensions, investments, protection and mortgage products
• Excellent organisational and administration skills
• Strong attention to detail and a high level of accuracy
• Ability to prioritise a busy workload and meet deadlines
• A proactive and positive team player with excellent communication skills

Responsibilities

• Preparing client review packs for adviser meetings
• Processing new business applications across pensions, investments, protection and mortgage products
• Maintaining and updating client records, ensuring information is accurate and compliant
• Liaising with providers, advisers and clients to progress applications and resolve queries
• Producing client documentation and reports
• Drafting suitability reports for advisers
• Supporting advisers with ongoing client administration
• Ensuring all work is completed accurately and in line with FCA compliance requirements

Skills

IFA administration

Pensions knowledge

Investments knowledge

Attention to detail

Time management

Job description

Our client is a well-established and highly respected independent financial planning practice based in the heart of Cheltenham. Due to continued growth, they are looking to recruit an experienced IFA Administrator to join their friendly and welcoming team.

Working within a collaborative environment, you will support several Independent Financial Advisers alongside a team of administrators, sharing workloads to ensure clients receive an exceptional level of service. This is a varied and rewarding role where no two days are the same, making it ideal for someone who enjoys working as part of a close-knit team while managing their own workload.

The business is committed to developing its employees and offers genuine long-term career opportunities, including structured mentoring into more technical roles and support towards professional qualifications as your experience progresses.

Responsibilities

• Preparing client review packs for adviser meetings
• Processing new business applications across pensions, investments, protection and mortgage products
• Maintaining and updating client records, ensuring information is accurate and compliant
• Liaising with providers, advisers and clients to progress applications and resolve queries
• Producing client documentation and reports
• Drafting suitability reports for advisers
• Supporting advisers with ongoing client administration
• Ensuring all work is completed accurately and in line with FCA compliance requirements

Candidate Attributes

• Previous experience working within an IFA support or IFA administration role
• Good understanding of pensions, investments, protection and mortgage products
• Excellent organisational and administration skills
• Strong attention to detail and a high level of accuracy
• Ability to prioritise a busy workload and meet deadlines
• A proactive and positive team player with excellent communication skills

Hours

• Monday – Friday, 9am – 5pm
• Hybrid working following successful completion of probation (2 days office / 3 days home)

Salary & Benefits

• Salary up to £30,000 per annum, depending on experience
• 24 days annual leave plus Bank Holidays
• Additional annual leave awarded for long service
• Company pension
• Life insurance
• Support towards industry qualifications as your career develops
• Structured mentoring and clear progression opportunities
• Regular company social events and team activities
• Twice-yearly company conferences with overnight stay and all expenses covered