IFA Administrator

We are currently recruiting for an experienced IFA Administrator to join a well-established and growing financial planning firm based in Chelmsford . This is a great opportunity for someone who enjoys working in a professional, client-focused environment and wants long-term stability and progression.

The Role

You'll be supporting Financial Advisers with the full administration process, ensuring a smooth and compliant client journey from start to finish.

Key responsibilities include:

• Preparing and processing new business applications

• Liaising with product providers, clients, and advisers

• Producing suitability letters and client documentation

• Maintaining accurate client records and back-office systems

• Chasing outstanding requirements and managing workflows

• Supporting advisers with pre- and post-meeting administration The Ideal Candidate

• Previous experience as an IFA Administrator (essential)

• Good understanding of financial planning products (pensions, investments, protection)

• Strong organisational and communication skills

• High attention to detail and compliance awareness

• Confident using back-office systems and MS Office What's On Offer

• Competitive salary £30,000 - £35,000 depending on experience

• Supportive and friendly team environment

• Opportunity for long-term career progression

• Stable, reputable firm with a strong local presence