IFA Administrator

IFA Administrator

Location: Gatwick

Contract Type: Full-time

Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We’re recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners.

About the Role

As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you’ll be a critical part of ensuring clients receive a seamless, positive experience.

This is an excellent opportunity for someone looking to build or develop a career within financial services administration.

Key Responsibilities

• Onboard, update and maintain accurate, compliant client records across internal systems
• Prepare documentation and information for client meetings
• Monitor new and existing client transactions, ensuring timely and accurate completion
• Process new business efficiently and effectively
• Translate financial documentation for clients where required
• Produce high-quality letters, emails, and financial paperwork with excellent attention to detail
• Handle queries and calls in line with company...