IFA Administrator - Penn

Blakemore Recruitment; Greater London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial planning practice is seeking an experienced IFA Administrator in Buckinghamshire, UK. The role involves client management, new business processing, and adherence to FCA regulations. Ideal candidates will have strong communication skills and the ability to work under pressure while maintaining attention to detail. Opportunities for continued development in financial products are provided.

Qualifications

• Experience as an IFA Administrator.
• Knowledge of financial services industry.
• Willingness to develop product knowledge.

Responsibilities

• Submit and track new business to conclusion.
• Manage day-to-day client queries.
• Administer Group Pension schemes.
• Administer Group Risk Schemes.

Skills

Good team working and liaison skills

Understanding of FCA regulations

Good communication skills

Ability to prioritise and organise workload

IT skills

Attention to detail

Tools

Intelligent Office

Job description

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Client:

Blakemore Recruitment

Location:

Buckinghamshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

d1fe853fb580

Job Views:

29

Posted:

01.08.2025

Expiry Date:

15.09.2025

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Job Description:

We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team.

Key Requirements and Skills:

• Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
• An understanding of FCA regulations and guidelines relating to financial services clients
• Willingness to continue to develop knowledge of products and related issues through formal and informal learning
• Good communication skills (written and verbal) that are effective and meet business needs
• Ability to prioritise and organise own workload
• Ability to work under pressure and to deadlines
• IT skills commensurate with computer packages used in this industry and knowledge of Intelligent Office would be beneficial
• Accuracy of work and attention to detail

Key Responsibilities:

• New business submission and tracking to conclusion
• Day to day client management, processing any queries which may arise
• Administration of Group Pension schemes
• Administration of Group Risk Schemes
• Liaising with clients, product providers and other relevant third parties
• Ensure back office systems are kept up to date including client and provider data
• Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system
• Obtaining illustrations and supporting literature
• Supporting the Financial Planners in research and analysis to meet client needs and objectives
• Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA