IFA Administrator

Search Consultancy Ltd • Permanent • Remote (Barnsley, South Yorkshire, England, United Kingdom) • £27k - £32k / year • 17h ago

IFA Administrator / Senior IFA Administrator

Are you looking for a role with genuine flexibility and the opportunity to develop your career within a growing financial planning business?

We are seeking an experienced IFA Administrator or Senior IFA Administrator to join our team. This is an excellent opportunity to become a key part of the client services function, supporting advisers and helping to deliver high standards of service to clients.

Key Responsibilities

Manage and oversee daily administrative tasks relating to client onboarding, reviews, and financial planning recommendations.
Prepare and process new business applications across pensions, investments, protection, and tax-efficient products.
Liaise with providers and third parties to obtain valuations, policy information, and resolve queries.
Communicate with clients when required, ensuring a high level of customer service.
Ensure all documentation is completed accurately and maintained in line with regulatory requirements.
Maintain and update client records using back-office systems.
Produce and quality-check client correspondence, reports, and review packs.
Assist with compliance activities, including file reviews and audit preparation.
Provide guidance and support to other administrative team members where required.
Work closely with paraplanners and financial advisers to ensure an efficient client journey.
Contribute to improving internal processes and maintaining procedural documentation.

About You

At least 1 year's experience in an IFA Administration role.
Strong understanding of financial services administration and regulatory requirements.
Excellent organisational and communication skills.
High attention to detail and a commitment to delivering excellent client service.
Ability to manage multiple priorities and work effectively within a team.

What We Offer

Supportive and collaborative working environment.
Flexible and hybrid working arrangements.
Full-time position (37.5 hours per week), with consideration given to part-time applications.
25 days annual leave, with the option to buy or sell additional leave.
Health-related employee benefits.
Life assurance benefits.
Wellbeing initiatives.
Regular team and company social events.
Ongoing learning and development opportunities.

Career Development

This role offers excellent opportunities for progression. Whether you wish to build a long-term career within client services or develop towards paraplanning or financial adviser roles through further study and qualifications, support will be provided to help you achieve your goals.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

You may also be interested in these jobs

Customer Service / Payroll Administrator

Winner Recruitment • Temporary • Remote (Barnsley, South Yorkshire, England, United Kingdom) • £13 / hour • 13min ago

Administration Work From Home

Customer Service / Payroll Administrator £13.00 per hour | Temp to Perm Monday – Thursday: 8:30am – 5:00pm Friday: 8:30am – 4:30pm Are you someone who thrives under pressure, enjoys a challenge and has a real go-getter...

13min ago

Apply

Administrator (Migration Support)

Adecco • Temporary • Remote (Worksop, Nottinghamshire, England, United Kingdom) • £15 - £18 / hour • 13min ago

Administration Work From Home

Job Title : Administrator (Migration Support) Location : Worksop, Nottinghamshire (S80 1DH) Pay Rate : £15.00 - £18.00 per hour (dependant on experience) Start Date : Monday 5th October 2026 Hours : 35 hours per week, Mo...

13min ago

Apply

Administrator (Migration Support)

Adecco • Temporary • Remote (Worksop, Nottinghamshire, England, United Kingdom) • £15 - £18 / hour • 13min ago

Administration Work From Home

13min ago

Apply

Part Time Administrator - 12 Hour Per Week

Office Angels • Permanent • Sheffield, South Yorkshire, England, United Kingdom • £12.71 - £13 / hour • 15min ago

Administration Part Time

Administrator - Part-Time, Permanent Location: Sheffield with free onsite parking Hourly rate: £12.71ph-£13ph Hours: 3 days per week 10am-2pm (hours / days could be discussed for the right person) We're working with a we...

15min ago

Apply

Administrator

Search Consultancy Ltd • Temporary • Remote (Leeds, West Yorkshire, England, United Kingdom) • 17h ago

Administration Immediate Start Work From Home

Data Administrator - Leeds (LS15) - HYBRID WORKING Location: LS15, Leeds Pay: £13.50 per hour Hours: 37.5 hours per week, Monday to Friday, 8:30am-5:00pm Hybrid Working: Monday & Friday from home - Tuesday, Wednesday...

17h ago

Apply

You may also be interested in these jobs

Customer Service / Payroll Administrator

Administrator (Migration Support)

Administrator (Migration Support)

Part Time Administrator - 12 Hour Per Week

Administrator

HIREDONLINE

JOB SEEKERS

RECRUITERS

TOP SEARCHES