IFA Administrator
Fareham | £27,000 – £35,000 + bonus | Hybrid working
I’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 package- Salary: £27,000 – £35,000 (depending on experience)
- Bonus scheme
- Hybrid working (typically 2–3 days in the office)
- Flexible working hours
- 25 days holiday + Christmas shutdown
- Private Medical Insurance, Pension, Medicash
The 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 meetings
- Processing new business applications and tracking to completion
- Producing client documentation, including LOAs, suitability report templates, and policy summaries
- Liaising with providers to obtain policy information, illustrations, and quotations
- Ensuring all compliance requirements and internal processes are followed accurately
- Supporting paraplanners and advisers with any ad-hoc admin or client queries
- Maintaining excellent client communication – both proactive updates and timely responses
About you- Experience working in an IFA or wealth management environment
- Confident using Intelligent Office (IO) – essential
- Strong organisational skills and attention to detail
- Comfortable dealing directly with clients and providers
- Good understanding of investments, pensions, and protection products
- A proactive team player who enjoys being part of a close-knit, independent firm
This 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.