IFA Administrator

This IFA Administrator role is focused on processing new business applications across pensions, investments, and protection. It would suit someone who can bring careful technical judgement and practical problem-solving to the role.

Known job details

• Pay: £25,000 - £30,000
• Salary £25000 - £30000 Type.
• Involves managing new and existing business, liaising with clients and providers, and ensuring all documentation and processes are compliant and accurate.
• Additional detail: Pension support may be included.

Likely focus of the role

• Processing new business applications across pensions, investments, and protection.
• Preparing documentation for client meetings, including valuations.
• Submitting applications and monitoring cases through to completion.

Requirements mentioned

• Administrative, office, reception, data, systems, or coordination experience may be useful.