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Ifa Administrator

Job Posted: a month ago

Salary: £ 27,000 - 35,000 / Annum
Job Type: Permanent
Location: Farnborough, Hampshire

Expire in: 13 hours

Job Description

IFA Administrator

Location: Farnborough (hybrid working available)

Salary: £27,000 – £35,000 + excellent benefits

Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products.

Key responsibilities:

  * Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate)

  * Managing cases from submission through to “in force” status

  * Proactively managing pipeline cases in line with SLAs

  * Raising new business invoices

  * Booking annual review meetings

  * Handling queries from advisers, clients, and providers

  * Maintaining accurate and compliant client records

  * Ensuring documentation is stored correctly

  * Supporting wider team objectives and service standards

Experience required:

  * Previous financial services experience (ideally within an IFA or provider environment)

  * Experience processing new business across multiple product types

  * Strong administrative and customer service skills

  * Proficiency in Microsoft Word and Excel

  * Minimum of 5 GCSEs (A–C / 9–4), including Maths and English

Desirable:

  * Experience with life, investment, or pensions products

  * Exposure to DB transfers

  * Understanding of regulated environments and compliance processes

Benefits include:

  * Private medical insurance (self-cover)

  * Income protection (75% of salary for up to 3 years)

  * Life assurance (4x salary)

  * Critical illness cover (£50,000 lump sum)

  * Pension (6% employer / 3% employee)

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Ifa Administrator job near me in Farnborough, Hampshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!