Description

IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 – £35,000 + excellent benefits Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products. Key responsibilities: * Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate) * Managing cases from submission through to “in force” status * Proactively managing pipeline cases in line with SLAs * Raising new business invoices * Booking annual review meetings * Handling queries from advisers, clients, and providers * Maintaining accurate and compliant client records * Ensuring documentation is stored correctly * Supporting wider team objectives and service standards Experience required: * Previous financial services experience (ideally within an IFA or provider environment) * Experience processing new business across multiple product types * Strong administrative and customer service skills * Proficiency in Microsoft Word and Excel * Minimum of 5 GCSEs (A–C / 9–4), including Maths and English Desirable: * Experience with life, investment, or pensions products * Exposure to DB transfers * Understanding of regulated environments and compliance processes Benefits include: * Private medical insurance (self-cover) * Income protection (75% of salary for up to 3 years) * Life assurance (4x salary) * Critical illness cover (£50,000 lump sum) * Pension (6% employer / 3% employee)