Senior IFA Administrator - Dorking

Artemis Recruitment Consultants; Dorking; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company in the financial sector is seeking a Senior IFA Administrator in Dorking. The role involves comprehensive support for an IFA through administration and client management, requiring significant experience within financial services and excellent communication skills. Successful candidates will exhibit strong administrative capabilities, while hybrid working may be considered after 6 months.

Qualifications

• 5-10 years Financial Services experience.
• Experience in life and pensions environment is preferred.
• Willingness to study for further qualifications.

Responsibilities

• Support one IFA with business processing and client liaison.
• Maintain fully compliant client files and accurate data.
• Build relationships with clients and consultants.

Skills

Administration

Customer Service

Telephone Communication

Education

Diploma qualified or working towards

Job description

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Senior IFA Administrator - Dorking, Dorking

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Client:

Location:

Dorking, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

8d2c3a464570

Job Views:

9

Posted:

18.06.2025

Expiry Date:

02.08.2025

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Job Description:

Senior IFA Administrator - Dorking

We are looking for an experienced Senior IFA Administrator to join our clients team based in Dorking, Surrey. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Intelligent Office).

Key Responsibilities:

• Work as part of the Business Support Team to support client's Propositions.
• Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.
• Update the back office system, to ensure accurate client data and information throughout the process.
• Maintain fully compliant files making sure all documents are held on the client's Document Management/workflow and diary system in a timely manner to allow instant access to all staff.
• Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service
• Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
• Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
• Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
• To participate in project related work, working as one team to meet company goals and targets.
• To provide support to your colleagues where workloads need to be spread across the team to reach team goals.
  

Experience and Qualifications:

• Administration and customer service experience is essential.
• Telephone based experience would be beneficial.
• 5-10 years Financial Services experience.
• Financial Services experience is essential preferably obtained in a life and pensions environment.
• Qualifications desirable or a willingness to study
• Diploma qualified or working towards
  

This will be a full time office based role near Dorking, however hybrid working will be considered after successful completion of 6 month probation.

If you would be interested in applying for this opportunity then please submit a copy of your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }

Senior IFA Administrator - Dorking

We are looking for an experienced Senior IFA Administrator to join our clients team based in Dorking, Surrey. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Intelligent Office).

Key Responsibilities:

Work as part of the Business Support Team to support client's Propositions.

Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.

Update the back office system, to ensure accurate client data and information throughout the process.

Maintain fully compliant files making sure all documents are held on the client's Document Management/workflow and diary system in a timely manner to allow instant access to all staff.

Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service

Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.

Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.

Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.

To participate in project related work, working as one team to meet company goals and targets.

To provide support to your colleagues where workloads need to be spread across the team to reach team goals.

Experience and Qualifications:

Administration and customer service experience is essential.

Telephone based experience would be beneficial.

5-10 years Financial Services experience.

Financial Services experience is essential preferably obtained in a life and pensions environment.

Qualifications desirable or a willingness to study

Diploma qualified or working towards

This will be a full time office based role near Dorking, however hybrid working will be considered after successful completion of 6 month probation.

If you would be interested in applying for this opportunity then please submit a copy of your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }