IFA Administrator

Location: Coggeshall, Essex (Office-based)
Salary: £25,000 - £30,000 (dependent on experience)
Employment Type: Full-time, Permanent

An established financial planning firm is seeking a proactive and detail-oriented IFA Administrator to join their Coggeshall-based team. This opportunity sits within a small, collaborative office environment supporting experienced Independent Financial Advisers, where high standards of client service and operational efficiency are core to the business.

This is a key support role, ideal for someone with 1-2 years of experience within financial services administration, particularly those familiar with adviser support functions. You’ll work closely in a small knit team of advisers and administrators to ensure accurate, compliant and timely handling of client affairs.

• Preparing and submitting Letters of Authority (LOAs)

• Processing new business applications across a range of financial products

• Handling investment and pension product transfers

• Updating and maintaining CRM systems with client and case data

• Assisting with ongoing client servicing and communication

• Preparing client review packs in advance of annual meetings

• Liaising with providers and supporting the wider administration team as needed

• Previous experience (minimum 1 year) in a financial planning or wealth management environment

• Good understanding of core IFA administrative processes

• High attention to detail and excellent organisational skills

• Strong interpersonal skills and the ability to work as part of a busy team

• Confident using financial CRM systems and Microsoft Office

• Stage 1: Initial video interview via Microsoft Teams

• Stage 2: Final in-person interview at the Coggeshall office