Financial Services Administrator (IFA / Wealth Management)

About the role

We are seeking an experienced Financial Services Administrator to join a respected Independent Financial Adviser (IFA) practice in Eastbourne. You will work closely with the Director, advisers and paraplanners to ensure seamless client administration and high‑quality service delivery.

Key responsibilities

• Support IFA advisers and paraplanners with all aspects of client administration.
• Process new business applications from submission through to completion.
• Liaise with clients, product providers and third parties via phone, email and secure portals.
• Prepare client documentation such as illustrations, suitability reports, Key Features Documents and valuation packs.
• Manage adviser diaries, appointments and workflow.
• Maintain accurate client records using Intelligent Office (IO) and ensure compliance.
• Chase providers for outstanding information and monitor business pipelines.
• Process fund switches, withdrawals and portfolio rebalances.
• Conduct fund research and prepare supporting documentation.
• Uphold FCA compliance and attention to detail throughout all processes.
• Provide general office administration and support the wider team as needed.

Required profile

• Previous experience working within an Independent Financial Adviser (IFA) or Wealth Management practice.
• Proven ability to support advisers and paraplanners in a client‑focused environment.
• Strong organisational skills and the capacity to manage multiple tasks efficiently.

Required skills

• Intelligent Office (IO) proficiency.
• Knowledge of FCA compliance requirements.
• Fund research and portfolio administration.

What we offer

• Salary £28,000‑£36,000 DOE.
• Hybrid working option.
• Full‑time or part‑time contracts.
• Free on‑site parking.
• Excellent company benefits.