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

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• Onboard, update and maintain accurate, compliant client records across internal systems
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• Prepare documentation and information for client meetings
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• Monitor new and existing client transactions, ensuring timely and accurate completion
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• Process new business efficiently and effectively
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• Translate financial documentation for clients where required
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• Produce high-quality letters, emails, and financial paperwork with excellent attention to detail
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• Handle queries and calls in line with company standards, escalating where appropriate
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• Prioritise workloads to meet deadlines and agreed service levels
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• Resolve income reconciliation, finance, or tax-related queries
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• Ensure all work adheres to company policies, procedures, and compliance standards
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• Embed a client-first culture throughout every interaction
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In Senior positions, responsibilities may also include:

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• Managing more complex cases and supporting the development of junior team members
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• Contributing to departmental projects and process improvements
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• Assisting the Client Services Manager in overseeing workloads and resolving procedural matters
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• Supporting with complaint identification and investigation
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• Taking responsibility for local health & safety and facilities requirements
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• Deputising for the Client Services Manager when required
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Key Relationships

You will work closely with:

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• Client Services team
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• Financial Planning team
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• Paraplanners
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• Central Services functions
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Skills & Experience

Essential:

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• Strong attention to detail and high level of accuracy
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• Excellent knowledge of iO and Excel
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• Ability to work under pressure and meet deadlines
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• Confident communicator, both written and verbal
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• Strong team player
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Desirable:

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• Broad knowledge of the financial services sector
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• Understanding of FCA regulations
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