Recruit UK is supporting a fast-growing financial advice firm in Farnborough in their search for an IFA Administrator. You'll work supporting a team of Financial Advisers, providing administrative, client service and technical support across a varied range of client cases.

This role suits an experienced IFA administrator looking to further their career within financial planning.

Responsibilities Include:

• Send Letters of Authority and liaise with providers to gather and evaluate policy, investment and pension information
• Research products and funds using Select A Pension and FE Analytics
• Prepare pre-sale and post-sale paperwork and process new business through to submission
• Maintain an accurate record of pipeline and submitted business
• Book and manage client annual reviews
• Monitor and reconcile trail fees, and invoice clients for initial and ongoing fees

Benefits:

• Salary up to £36,000 (DoE)
• Hybrid working
• 25 days annual leave plus birthday off
• Pension scheme
• Death in Service
• Excellent development & progression opportunities

We’re looking for:

• 1+ years’ experience in a financial services administration role (Required)
• Responsible, self-motivated and well organised
• Experience processing new business for financial advisers

If you're an IFA administrator looking to further your career within financial planning, apply today!