IFA Administrator – New Business Team

About the role

The IFA Administrator will join a well‑established Independent Financial Advisory firm’s new business team in Colchester. The role supports the end‑to‑end processing of new business applications, ensuring accuracy and timely completion for pensions, ISAs, trusts and other wealth‑management products.

Key responsibilities

• Process new business applications for new and existing clients across pensions, ISA transfers and investment products.
• Manage pension and ISA transfers, trust applications, inheritance tax planning cases and tax‑wrapper switches.
• Set up pension income, investment income arrangements and annuity applications.
• Submit applications accurately using provider and internal systems and track cases to completion.
• Liaise with clients and providers to resolve queries and provide regular updates.
• Use Intelligent Office as the core CRM/database and 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.
• Proven ability to manage cases end‑to‑end with strong attention to detail.
• Excellent organisational and communication skills.
• Team‑player who thrives in a collaborative, office‑based setting.

Required skills

• Intelligent Office (IO) CRM system.
• Experience with Aberdeen platform.
• Experience with Fidelity platform.
• Experience with Quilter platform.

What we offer

• 23 days holiday plus bank holidays (rising to 25 days after 5 years).
• Additional office closure days over Christmas.
• Death in Service policy and Income Protection after qualifying period.
• Workplace pension scheme and parking provision.
• Friendly, close‑knit team environment with training and exam support.