IFA Administrator

4 weeks ago

Brighton East Sussex, United Kingdom Engage Wealth management Full time

Role Overview We are a dynamic and highly respected Independent Financial Advice (IFA) firm based in the vibrant heart of Brighton & Hove. Our team provides expert financial advice to clients across Sussex and the UK, delivering personalised solutions to help them achieve their financial goals. We are looking for a motivated, enthusiastic, and experienced Financial Services Administrator to join our growing Head Office team. As an IFA Administrator, you will play a key role in supporting advisers and paraplanners with the day-to-day administration of client affairs. From processing applications to managing client communications, you’ll ensure everything runs smoothly behind the scenes. What We Offer Competitive salary, depending on experience. 23 days’ holiday plus bank holidays, plus your birthday off and the Christmas period too Flexible working, both office and home-based. Death in service and critical illness cover. Private medical insurance. Pension scheme. Ongoing training and professional development opportunities. Key Responsibilities Prepare cases for paraplanning and liaise with paraplanners to ensure accurate suitability reports. Process new business applications across pensions, investments, and protection. Follow up with providers to chase outstanding actions. Maintain accurate client records and build strong relationships with clients and providers. Liaise with financial advisers to ensure all agreed actions from client meetings are completed. Manage and monitor the client annual review process. Ensure all administrative tasks comply with regulatory and compliance requirements. Support advisers with event planning, booking, and diary management. Undertake ad-hoc administrative projects to help grow the business and enhance client experience and outcomes. Candidate Requirements Previous experience in an IFA or financial planning administration role. Strong knowledge of financial products and industry terminology, including pensions and investments. Excellent organisational and communication skills, both written and verbal. Competent in Microsoft Word and Excel, with familiarity of back-office CRM systems (preferably Plannr) and platforms such as AEGON, Transact, Quilter, and Royal London. Well-organised, adaptable, and able to prioritise multiple tasks and meet deadlines. Proactive and confident working independently or as part of a team. Why Join Us? You’ll be joining a friendly, professional team in a growing IFA firm, where your work will make a real difference to our clients’ financial futures. This role is ideal for someone looking to develop their career in financial services while enjoying flexibility, support, and a positive working environment.

  • Ifa Administrator/wealth Planning Administrator

    1 week ago

    Brighton, United Kingdom Cranleigh Personnel Full time

    **Job title: IFA Administrator / Wealth Planning Administrator** **Location: Brighton** **Salary: £23,000 - £28,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. Our client, a well-established firm are looking...

  • Wealth Planning

    2 weeks ago

    Brighton, United Kingdom Cranleigh Personnel Full time

    **Job title: IFA Administrator / Wealth Planning Administrator** **Location: Brighton** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. Our client, a well-established firm are looking...

  • Wealth Planning

    6 days ago

    Brighton, United Kingdom Cranleigh Personnel Full time

    **Job title: IFA Administrator / Wealth Planning Administrator** **Location: Brighton** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. Our client, a well-established firm are looking...

  • Wealth Planning

    2 weeks ago

    Brighton, United Kingdom Cranleigh Personnel Full time

    **Job title: IFA Administrator / Wealth Planning Administrator** **Location: Brighton** **Salary: £23,000 - £28,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. Our client, a well-established firm are looking...

  • IFA Administrator

    3 hours ago

    East Midlands, United Kingdom mbf. Full time

    IFA Administrator – Derby Salary : £25,000 – £33,000 (depending on experience) + company benefits Hours : Full-time, office-based, Monday to Friday An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and highly regarded firm of Independent Financial Advisers based near Derby. This is a fantastic chance to...

  • Financial Planning Administrator

    2 weeks ago

    Brighton, East Sussex, United Kingdom Eden Rose Full time

    IFA Administrator – Brighton £26,000 – £35,000 A well-established Financial Planning firm in Brighton is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The...

  • Senior Ifa Administrator

    1 week ago

    Brighton, United Kingdom Jobheron Full time

    A Senior IFA Administrator with a good technical grounding in pensions and investment is needed to join the team at this Hove based wealth manager with big ideas and a desire to grow. They’re looking for a bright, motivated and experienced IFA Administrator to help them achieve their plans. **About the Senior IFA Administrator role**: Their clients look...

  • IFA Administration Assistant

    2 hours ago

    East Midlands, United Kingdom North Oak Recruitment Full time

    IFA Administration Assistant Derby Outskirts Salary c£26,000 pa + benefits Full time position, office based (our Ref AL1392) My client is a long-established IFA with Chartered Financial Planner Status and they have an exciting new opportunity for an individual with previous experience within wealth management to join their team based on the outskirts of...

  • Ifa Administrator

    2 weeks ago

    South East England, United Kingdom Ortus PSR Full time

    The opportunity for a brilliant Financial Planning Administrator to join an truly independent IFA who provide personal, independent and tailored advice. The business has been built on word of mouth and personal recommendations, and therefore they have an excellent reputation that they are extremely proud of. **Responsibilities**: - Assisting with...

  • Financial Planning Administrator home and office working

    2 weeks ago

    Eastbourne, East Sussex, United Kingdom Eden Rose Full time

    IFA Administrator - Brighton £26,000 - £35,000 ...