Ifa Administrator - Arundel

IFA Administrator

Arundel, West Sussex

Competitive Salary + Benefits

Full Time, Permanent

About the Company

Our client is a well-established and highly regarded financial planning firm based in Arundel. Known for providing high-quality, holistic financial advice and exceptional client service, they have built a strong reputation within the local community and beyond.

Due to continued growth, they are seeking an organised and proactive IFA Administrator to join their supportive and professional team.

The Role

As an IFA Administrator, you will provide essential administrative support to the Financial Advisers and Paraplanners, helping to deliver a seamless client experience while ensuring the efficient processing of new and existing business.

This is an excellent opportunity for an experienced financial services administrator looking to join a reputable firm that values its employees and offers genuine long-term career development.

Key Responsibilities

• Providing administrative support to Financial Advisers and Paraplanners.

• Preparing client review packs and meeting documentation.

• Processing new business applications across pensions, investments, retirement planning, and protection.

• Obtaining policy information, valuations, and fund updates from providers.

• Managing and maintaining accurate client records on the CRM system.

• Liaising with clients, providers, and professional introducers.

• Monitoring and progressing business pipelines to ensure smooth case completion.

• Preparing documentation for suitability reports and client recommendations.

• Scheduling client meetings and managing adviser diaries.

• Assisting with annual reviews and ongoing service requirements.

• Ensuring all administration is completed in line with FCA and internal compliance standards.

Skills & Experience Required

• Previous administration experience within an IFA, Wealth Management, or Financial Planning environment.

• Understanding of pensions, investments, and protection products.

• Experience processing new business and servicing existing clients.

• Strong organisational and time management skills.

• Excellent attention to detail and accuracy.

• Strong communication skills and a professional telephone manner.

• Proficient in Microsoft Office, including Word, Excel, and Outlook.

• Experience using back-office systems such as Intelligent Office would be advantageous.

What's on Offer

• Competitive salary dependent on experience.

• Generous holiday entitlement.

• Company pension scheme.

• Friendly, supportive, and collaborative team environment.

• Ongoing training and professional development.

• Clear opportunities for career progression within a growing and successful financial planning practice.