Providing full pre‑ and post‑sales administration support
Acting as a primary point of contact for clients, responding to queries professionally and efficiently
Preparing and processing new business applications, valuations, and policy documentation
Liaising with product providers, platforms, and internal teams
Maintaining accurate client records and managing workflows via back‑office systems
Supporting Financial Planners with diary management, client onboarding, and ongoing servicing
Ensuring all activity meets FCA and internal compliance standards

Minimum of 12 months’ experience working as an IFA Administrator within financial planning
Strong understanding of the financial advice process and regulatory requirements
IO back‑office experience highly desirable
Highly organised with strong attention to detail
Confident communicator with a client‑focused approach
Able to manage multiple priorities in a fast‑paced environment
Comfortable supporting desk‑based / remote Financial Planners

Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
25 days Annual Leave + public holidays
Buy and sell holidays up to 5 days
Office Christmas close (3-days)
A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
Hybrid working
Further education and training support
Discretionary performance related bonus
Confidential Employee Assistance Programme
2 days per year for voluntary work
And lots of flexible benefits to choose from!

IFA Administrator

Key skills