Senior IFA Administrator

TN United Kingdom; Royal Tunbridge Wells; On-site; GBP 30,000 - 35,000; Full time

Job summary

A leading IFA firm in Tunbridge Wells is seeking a Senior IFA Administrator to provide essential administrative support to Financial Advisers. The role offers a supportive work environment with flexible hours, competitive salary, and various benefits, including exam support and a discretionary bonus.

Benefits

Flexible hours

4 days a week or full-time

25 days plus bank holidays

Birthday off

Discretionary bonus

Exam support

Qualifications

• Experience in a similar role within an IFA or related organization.
• Ability to manage client information updates.
• Strong administrative skills.

Responsibilities

• Provide administrative support to Financial Advisers.
• Manage client information updates.
• Act as the first point of contact for client queries.

Skills

Motivation

Commitment

Client Management

Job description

Senior IFA Administrator, Tunbridge Wells

Client: Heat Recruitment

Location: Tunbridge Wells, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: b2592c879660

Job Views: 35

Posted: 23.05.2025

Expiry Date: 07.07.2025

Job Description:

Location: Tunbridge Wells

Salary: £30,000 - £35,000

Type: Permanent

Workplace: On-Site

Ref: 87745

Recruiter Managing This Role

A fantastic opportunity with a successful and reputable IFA firm seeking an experienced IFA Administrator to join their team in Tunbridge Wells.

The role involves providing administrative support to Financial Advisers, managing client information updates, and being the first point of contact for client queries.

The ideal candidate will be motivated, committed, and experienced in a similar role within an IFA or related organization. You will work in a supportive and friendly environment with professional and encouraging colleagues.

Benefits:

• Flexible hours
• 4 days a week or full-time
• 25 days plus bank holidays
• Birthday off
• Discretionary bonus
• Exam support
• Salary up to £35,000

If this vacancy isn't an exact match for you, please contact us to discuss other opportunities. You can send your CV or contact us directly. Refer a friend or colleague, and if we help them secure a new role, you'll receive £200.

Synonyms include: Client Services Administrator, Sales Support, IFA Administrator, Private Client Administrator, Adviser Support, Financial Planning Admin.