IFA Administrator - Milton Keynes

Blakemore Recruitment; Milton Keynes; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning practice in Milton Keynes is seeking an IFA Administrator to manage new business, client enquiries, and administrative support activities. The ideal candidate will have over 2 years of industry experience and strong organisational skills to ensure compliance and high service standards. Various system proficiencies are valued, including knowledge of Intelligent Office and key financial platforms.

Qualifications

• 2+ years industry experience required.
• Industry qualifications preferred but not essential.
• Confident communicator with effective time management skills.

Responsibilities

• Process new business and handle client enquiries with high service levels.
• Involvement in pension transfers and related matters.
• Conduct data input onto client databases.

Skills

Customer Service

Data Input

Research

Organisational Skills

Time Management

Education

Industry qualifications preferred

Tools

Intelligent Office

Quilter

Aviva

Ascentric

Aegon ARC

IRESS

Outlook

Word

Excel

Job description

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IFA Administrator - Milton Keynes, Milton Keynes

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Client:

Blakemore Recruitment

Location:

Milton Keynes, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

e578474150e2

Job Views:

5

Posted:

05.07.2025

Expiry Date:

19.08.2025

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Job Description:

We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator.

Key Responsibilities:-

• New business processing
• Deal with client enquiries and deliver a high level of customer service to ensure that queries areactioned promptly and correctly
• Involvement in pension transfer work and drawdown related matters
• Deal with adviser queries
• Data input onto client database
• Group scheme research, quotations, renewal letters
• Prepare regular client valuations
• Complete LOA policy questionnaires, particularly for pension related matters
• General office duties as support when required
• Adhere to company procedures
• Ensure all work conducted within a timely, compliant manner and to the firms standards

Systems:-

• Competent with:- Outlook, Word, Excel to intermediate level
• Ideally competent with Intelligent Office (back office system) or similar
• Working knowledge of platforms ideally:- Quilter, Aviva, Ascentric and Aegon ARC
• Working knowledge of IRESS desirable but not essential

Personal Specification:-

• 2+years industry experience
• Confident, lateral thinker
• Ability to communicate at all levels, organised, effective time management, ability to prioritiseworkload, apply a logical approach to requests, be adaptable and flexible in their approach
• Industry qualifications preferred but not essential