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 (AC / 94), 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)