IFA Administrator

IFA Administrator - Swindon, South West England

Ref: 1499Tuesday 2 April 2024

£25,000 - £30,000

Job Opportunity: Permanent IFA Administrator

Are you an experienced IFA Administrator looking for a new opportunity? We have an exciting role to join a highly successful IFA company.

Our client is looking for an IFA Administrator who has a strong background in the industry and brings the highest standards of customer service. The role would suit someone who is driven, ambitious and has a proactive approach, and is comfortable working with excellent standards.

The Role

  • Maintaining client files and ensuring they are up to date
  • Processing applications and issuing of documents
  • Ensuring accuracy and giving technical support to IFA end clients
  • Adhering to compliance policies
  • Liaising with clients by phone and email
  • Assisting with preparing client reviews


  • Previous IFA Administrator experience
  • Thorough knowledge of administration processes
  • Excellent customer service and interpersonal skills
  • Attention to detail and accuracy
  • Ability to work as part of a team and independently


  • Competitive salary
  • Developing knowledge and working with industry leading IFA firms
  • Opportunities to progress within the organisation
  • Friendly and welcoming team

If you are an experienced IFA Administrator looking for your next big opportunity, then please apply now. We look forward to hearing from you!

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