IFA ADMINISTRATOR

Job Summary

Advertiser Salary / Rate Posted
Clark James Recruitment £25,000 - £35,000
15th March 2026
Location Start Date
Kent
Type Job Sector
{} Accountancy

Clark James Recruitment are working with a professional and highly regarded IFA business. Due to expansion, our client has a vacancy for an experienced IFA Administrator to join the business. Role * Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. * Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. * Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. * Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Candidate * Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. * Knowledge: Strong understanding of financial planning products, including investments and pensions.…

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