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Anderson Recruitment Ltd; Cheltenham; On-site; GBP 24,000 - 30,000; Full time

Job summary

Anderson Recruitment Ltd is recruiting on behalf of a well-established independent financial planning practice in the heart of Cheltenham for an IFA Administrator.

You will support several Independent Financial Advisers and fellow administrators in a collaborative, client‑facing role that keeps pace with a busy schedule and evolving workloads, ensuring high service standards and regulatory compliance.

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

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