IFA / New Business Administrator

IFA Administrator

Location: Farnborough (hybrid working available)

Salary: £27,000 - £33,500 + excellent benefits

Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products.

Key responsibilities:

• Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate)
• Managing cases from submission through to "in force" status
• Proactively managing pipeline cases in line with SLAs
• Raising new business invoices
• Booking annual review meetings
• Handling queries from advisers, clients, and providers
• Maintaining accurate and compliant client records
• Ensuring documentation is stored correctly
• Supporting wider team objectives and service standards

Experience required:

• Previous financial services experience (ideally within an IFA or provider environment)
• Experience processing new business across multiple product types
• Strong administrative and customer service skills
• Proficiency in Microsoft Word and Excel
• Minimum of 5 GCSEs (A-C / 9-4), including Maths and English

Desirable:

• Experience with life, investment, or pensions products
• Exposure to DB transfers
• Understanding of regulated environments and compliance processes

Benefits include:

• Private medical insurance (self-cover)
• Income protection (75% of salary for up to 3 years)
• Life assurance (4x salary)
• Critical illness cover (£50,000 lump sum)
• Pension (6% employer / 3% employee)