IFA Administrator

Location: Farnborough (hybrid working available)

Salary: £27,000 – £35,000 + 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 sto...