IFA Administrator – New Business

About the role

We are looking for an IFA Administrator to join our fast‑growing new business team in Colchester. You will support the processing of new business applications for pensions, ISAs, trusts and other wealth‑management products, ensuring a smooth end‑to‑end experience for clients and providers.

Key responsibilities

• Process new business applications for new and existing clients.
• Manage pension and ISA transfers from initiation to completion.
• Handle trust applications and inheritance tax planning cases.
• Process tax wrapper switches, withdrawals and fund movements.
• Set up pension income and investment income arrangements.
• Administer Letters of Authority and annuity applications.
• Submit accurate applications across provider and internal systems.
• Track cases through to completion and provide regular updates.
• Liaise with clients and providers to resolve queries.
• Use Intelligent Office as the core CRM/database system.
• Work across platforms such as Aberdeen, Fidelity and Quilter.
• Coordinate client payments and process fund withdrawals.

Required profile

• Minimum 2 years’ experience within an IFA or wealth‑management environment.
• Strong experience in new business processing across pensions, investments and related financial products.
• Proven ability to manage cases end‑to‑end with high attention to detail.

Required skills

• Intelligent Office CRM.
• Aberdeen platform.
• Fidelity platform.
• Quilter platform.

What we offer

• £30,000 – £33,500 salary (dependent on experience).
• 23 days holiday plus bank holidays (rising to 25 after 5 years).
• Additional office closure over Christmas.
• Death in service and income protection policies.
• Workplace pension scheme.
• Parking provision where available.
• Supportive, close‑knit team environment.
• Training and exam support for long‑term development.