IFA Administrator

Experienced Financial Planning Administrator

Location: Hillingdon

Salary: £40,000

Job Type: Full-time, Permanent

Recruiter Opportunity

We are currently working with a well-established and highly regarded Independent Financial Planning firm in Hillingdon who are looking to recruit an experienced Financial Planning Administrator to join their growing team.

This is an excellent opportunity for a professional and detail-oriented administrator with strong IFA experience who is looking to join a busy, client-focused environment offering stability and long-term career prospects.

The Role

You will provide comprehensive administrative support to Financial Advisers, ensuring the efficient processing of new and existing business while delivering a high standard of client service.

Key Responsibilities

• Online processing of new business applications for retail clients across Pensions, Investments and Protection in a timely and compliant manner
• Liaising with a wide range of product providers and platforms
• Ongoing servicing and maintenance of existing client portfolios
• Producing illustrations and comparison quotations, including collating supporting literature and pre-populating applications
• Processing Letters of Aut...