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 sto...
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 sto...