IFA Administrator – Financial Services Support

About the role

We are looking for a dedicated IFA Administrator to join a dynamic financial advisory firm in Cobham. The role provides essential support to advisers by managing client records, preparing documentation and ensuring regulatory compliance. This is an excellent opportunity to develop a career in financial services within a supportive, professional environment.

Key responsibilities

• Assist in preparing client reports and financial plans.
• Maintain and update client records in the CRM system.
• Liaise with clients to collect necessary information and documentation.
• Ensure compliance with FCA regulations and internal policies.
• Support advisers in managing client portfolios effectively.
• Handle correspondence with clients and third‑party providers.
• Process new business applications and follow up promptly.

Required profile

• Previous experience in a financial services administration role.
• Strong understanding of financial products and services.
• Excellent organisational skills and attention to detail.
• Ability to work under pressure and manage multiple tasks.
• Strong written and verbal communication skills.

Required skills

• Proficiency in Microsoft Excel and Word (Microsoft Office Suite).
• Experience using a CRM system for client data management.
• Familiarity with financial planning software such as IO, Fidelity, Scottish Widows, Aegon and Quilter platforms.

What we offer

• Permanent, full‑time position based in our Cobham office.
• Salary range £28,000 – £34,000 per annum plus performance‑related bonus.
• Opportunity to develop expertise in financial advisory support.