IFA Administrator

Horsham (Head Office)

Full-time Permanent Office-Based

Join a leading UK financial advice network

We're recruiting an experienced IFA Administrator to join the Pensions & Investment team within a highly respected Financial Services firm in Horsham, West Sussex.

The company supports financial advisers nationwide with high-quality compliance, operations and business support, and are focused on delivering excellent outcomes for clients and ensuring our advisers can offer whole-of-market solutions with confidence.

This is an ideal opportunity for an organised, detail-focused administrator with pensions and investment experience who wants to join a professional, supportive, and values-led environment.

As an IFA Administrator, you will play a key role in supporting advisers across pension and investment business. You'll ensure cases are processed efficiently, accurately, and in line with regulatory requirements, while delivering a great service to both clients and providers.

• Processing new pension and investment applications via provider platforms and by post
• Chasing providers for updates to ensure cases progress smoothly
• Keeping clients updated throughout each stage of their application
• Entering and maintaining client information on back-office systems (INVU / Intelligent Office)
• Uploading and managing all client documentation
• Issuing client correspondence including plan schedules, post-sale letters and service documents
• Producing ongoing service reports and support packs for adviser review meetings
• Ensuring adviser submissions are complete and compliant before processing
• Managing priorities and meeting workflow deadlines
• Supporting advisers and colleagues with day-to-day administrative queries
• Ensuring all work aligns with FCA requirements and "Client Best Interest" standards

• Previous administration experience within Financial Services
• Strong knowledge of pensions and investments (Personal, GPP or Occupational)
• FA1 - Life Office Administration qualification
• Strong communication skills and a confident telephone manner
• Excellent organisational skills and ability to work to deadlines
• Good working knowledge of Word, Excel & database systems
• Understanding of industry providers, products & processes

• FA2, CF1, or RO1 qualifications
• Experience working in an IFA, network or provider environment
• Previous use of Intelligent Office / INVU

• Professional, customer-focused, and comfortable communicating with advisers, clients and providers
• Able to work independently as well as part of a busy team
• Methodical, organised and confident under pressure
• Quick to learn and open to ongoing training and development
• Reliable with strong attention to detail

• Work for one of the UK's leading financial advice networks
• Supportive team culture with a strong focus on quality and development
• A values-driven business built on Integrity, Professionalism, Consumer Focus and Partnership
• Structured processes, modern systems and development opportunities
• Commitment to CPD and personal progression

If you have experience within IFA administration and enjoy working in a structured, professional environment where client outcomes come first, we'd love to hear from you.

Click Apply Now or send your CV for immediate consideration.