IFA Administrator — Own Your Role & Drive Client Service

GET STAFFED ONLINE RECRUITMENT LIMITED; Gerrards Cross; On-site; GBP 25,000 - 30,000; Full time

Job summary

A reputable recruitment agency is looking for an IFA Administrator in Gerrards Cross to support advisers and handle client documentation. Ideal candidates should have over 2 years of experience in an IFA firm and be proficient in Microsoft Office and Intelliflo. This role includes managing administrative tasks, ensuring compliance, and maintaining high levels of client service. A competitive salary and generous holidays are offered along with career progression opportunities within a supportive team environment.

Benefits

Competitive salary

Workplace pension

Health cash plan

Career progression support

Generous holiday entitlement

Qualifications

• 2+ years experience in IFA practice.
• Strong work ethic with ability to manage workload efficiently.
• Openness to coaching and learning.

Responsibilities

• Take ownership of documentation and client interactions.
• Manage compliance documentation at each advice stage.
• Maintain client personal details and policy records.

Skills

Conscientious and organised

Excellent communication skills

Client centric approach

Attention to detail

Tools

Microsoft Office suite

Intelliflo

Job description

A reputable recruitment agency is looking for an IFA Administrator in Gerrards Cross to support advisers and handle client documentation. Ideal candidates should have over 2 years of experience in an IFA firm and be proficient in Microsoft Office and Intelliflo. This role includes managing administrative tasks, ensuring compliance, and maintaining high levels of client service. A competitive salary and generous holidays are offered along with career progression opportunities within a supportive team environment.