Financial Services Administrator (IFA) - Reset Recruitment Ltd : Job Details

Financial Services Administrator (IFA)

Salary: £28k-£32k DOE + Great company benefits

Location: Eastbourne

Hours Mon-Fri 9am -17.30pm (office based)

Free onsite parking

Are you an experienced Financial Services Administrator with a strong background supporting Independent Financial Advisers and Paraplanners? Are you looking to join a highly reputable, friendly, and professional IFA practice where you’ll play a key role in ensuring clients receive an outstanding level of service?

This is a fantastic opportunity to join a well-established and growing firm in Eastbourne. You'll work closely with the business owner and wider team in a varied and fast-paced support role, providing essential administrative assistance to ensure the smooth running of the business.

Key Responsibilities:

• Liaising with clients and providers via phone, email, letter, or secure platforms.
• Answering incoming calls and taking messages professionally.
• Managing adviser diaries and task lists.
• Maintaining accurate client records on Intelligent Office (back-office CRM).
• Processing new business applications (paper-based and online), tracking them to completion.
• Requesting and chasing provider information.
• Preparing illustrations, key features documents, and client reports.
• Conducting fund performance research.
• Administering fund switches and portfolio rebalances.
• Providing general administrative support including scanning, filing, and booking appointments.
• Supporting the adviser and paraplanners with day-to-day admin.
• Confidently working under your own initiative and managing priorities.

Requirements:

• Proven experience in a similar financial services administration role.
• Excellent communication and organisational skills.
• Strong understanding of the IFA environment and adviser support processes.
• Confident using Word, Excel, and CRM systems (experience with Intelligent Office preferred).
• Ability to manage your workload independently and efficiently.
• High level of accuracy and attention to detail.

If you're looking to take the next step in your financial services career within a supportive and professional firm, we would love to hear from you.

Apply now by submitting your CV today.