IFA Administrator

We are currently recruiting for an experienced IFA Administrator to join a well-established and growing financial planning firm based in Braintree. This is a great opportunity for someone who enjoys working in a professional, client-focused environment and wants long-term stability and progression.

You’ll be supporting Financial Advisers with the full administration process, ensuring a smooth and compliant client journey from start to finish.

Key responsibilities include:

• Preparing and processing new business applications
• Liaising with product providers, clients, and advisers
• Producing suitability letters and client documentation
• Maintaining accurate client records and back-office systems
• Chasing outstanding requirements and managing workflows
• Supporting advisers with pre- and post-meeting administration

• Previous experience as an IFA Administrator (essential)
• Good understanding of financial planning products (pensions, investments, protection)
• Strong organisational and communication skills
• High attention to detail and compliance awareness
• Confident using back-office systems and MS Office

• Competitive salary £30,000 – £35,000 depending on experien...