IFA Administrator
Location: Cobham, Surrey
Salary: £30,000 – £35000
Job Type: Full-time, Office-Based
About the Company
Our client is a well-established wealth management firm with approximately 175 employees across the business. The Cobham office is a key part of the organisation, generating predominantly repeat business and benefiting from strong administrative and paraplanning support.
Due to continued growth, they are looking to recruit one or two experienced IFA Administrators to join the team.
The Role
This is an excellent opportunity for an experienced Financial Services Administrator who enjoys working in a busy, client-focused environment. You will support financial advisers with the efficient processing and administration of new and existing business while ensuring a high standard of client service.
Key Responsibilities
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Processing new business across pensions, investments and protection cases.
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Managing letters of authority, valuations and provider correspondence.
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Liaising with clients, advisers and product providers to progress cases.
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Maintaining accurate client records and updating back-office systems.
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Assisting with platform transactions, withdrawals, switches and ongoing servicing tasks.
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Supporting advisers with meeting preparation and follow-up administration.
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Ensuring all work is completed accurately and in line with regulatory requirements.
About You
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Previous experience within an IFA administration role (ideally 2+ years).
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Strong understanding of investment and pension administration.
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Experience using financial services platforms such as Fidelity, Scottish Widows and similar provider systems.
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Excellent organisational and communication skills.
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Ability to manage a varied workload and prioritise effectively.
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A professional, team-oriented approach with strong attention to detail.
Benefits
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Competitive salary depending on experience.
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5% employer pension contribution.
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Private Medical Insurance (PMI).
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4x salary death in service cover.
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Supportive team environment with ongoing development opportunities.
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Opportunity to join a growing and highly regarded wealth management business.
Working Pattern
This role is fully office-based in Cobham. The interview process consists of an initial Teams interview followed by a face-to-face meeting.
If you are an experienced IFA Administrator seeking a stable, long-term opportunity within a supportive and expanding firm, we would be pleased to hear from you.