Administrator
IFA AdministratorFareham | £27,000 – £35,000 + bonus | Hybrid workingI’m working with a privately owned, fully independent financial planning firm in Fareham that’s looking for an experienced IFA Administrator to join the team. The business offers a relaxed but professional culture, modern systems, and genuine flexibility around working hours and home/office balance.The packageSalary: £27,000 – £35,000 (depending on experience)Bonus schemeHybrid working (typically 2–3 days in the office)Flexible working hours25 days holiday + Christmas shutdownPrivate Medical Insurance, Pension, MedicashThe roleAs an IFA Administrator, you’ll play a key part in supporting the firm’s Financial Planners across all areas of client servicing and advice delivery. The role combines both technical and client-focused work, helping to ensure the advice process runs smoothly from start to finish.Typical responsibilities include:Preparing and maintaining client records and valuations on Intelligent Office (IO)Managing adviser diaries and arranging client review meetingsProcessing new business applications and tracking to completionProducing client documentation, including LOAs, suitability report templates, and policy summariesLiaising with providers to obtain policy information, illustrations, and quotationsEnsuring all compliance requirements and internal processes are followed accuratelySupporting paraplanners and advisers with any ad-hoc admin or client queriesMaintaining excellent client communication – both proactive updates and timely responsesAbout youExperience working in an IFA or wealth management environmentConfident using Intelligent Office (IO) – essentialStrong organisational skills and attention to detailComfortable dealing directly with clients and providersGood understanding of investments, pensions, and protection productsA proactive team player who enjoys being part of a close-knit, independent firmThis is a genuinely supportive environment where your work is recognised, your opinion matters, and your career can progress at your own pace.If you’d like to discuss this role in more detail, just reply to this email or get in touch directly.
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