IFA Administrator / Financial Services Administrator

Job Type: Full-time; Hybrid
Location: Worthing
Salary: £25,000 - £35,000

Join a leading team in the Financial Services sector as an IFA Administrator. My client is seeking a proactive and organised individual who will serve as the first point of contact for their clients and providers, offering first-class administrative support to their department.

Day-to-day of the role:

• Actioning post/DocuSign, organising diaries, and booking client and internal meetings as needed.
• Preparing and sending accurate client communications promptly.
• Answering and making telephone calls to clients and providers, adhering to the team's communication recording policy.
• Completing application forms accurately.
• Managing and following up on information regarding Letters of Authority and updating the back-office system as necessary.
• Handling new business submissions and monitoring new client applications until completion, ensuring the relevant Compliance Checklist is maintained throughout the process. Keeping advisers and clients informed according to the relevant Service Level Agreements (SLAs) and client expectation processes.
• Assisting the team and clients with all administrative matters promptly, including managing items within the Sales Support Inbox as needed.
• Supporting the team with additional projects as directed.
• Training other team members as required.
• Completing Continuing Professional Development (CPD) in line with the company's Training & Competence (T&C) Schedule (non-advisory).

Required Skills & Qualifications:

• Strong administrative skills with a proven ability to multitask and manage time effectively.
• Excellent communication skills, both verbal and written.
• Ability to work both independently and as part of a team.
• High level of honesty, trustworthiness, and diplomatic skills.
• Proactive and organised approach to work.
• Experience in a similar role within the financial services industry is highly desirable, but not mandatory—ideal for those looking to start a career in financial services.

Benefits:

• Salary - £25k - £32k depending on experience
• Study support up to Chartered status.
• Progression heavily supported
• Hybrid working model.
• Pension contribution of 4% by employer.
• Death in service benefit x2.
• Health cash plan.
• Flexible working options.
• 25 days holiday plus bank holidays.

To apply for this IFA Administrator vacancy, please apply below and one of our team will be in contact.

Synonyms:

IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator