IFA Admin - Recruit UK : Job Details

IFA Administrator

Location: Central Brighton

Job Type: Full-time, Permanent

Salary: Up to £30,000 (Negotiable dependent on experience and current salary)

Job Reference: 9773

Are you an organised and proactive professional looking to take the next step in your financial services career? We're recruiting for a dedicated IFA Administrator to join a supportive client services team based in the heart of Brighton.

In this office-based role, you’ll play a vital part in ensuring an outstanding client experience by supporting Advisers, Paraplanners, and Team Leaders with administrative and operational tasks. You'll be joining a collaborative team that values precision, professionalism, and continuous development.

Key Responsibilities:

• Be a primary point of contact for clients via phone, email, and written correspondence
• Maintain accurate client records using Intelligent Office (IO), including personal and financial information
• Manage client workflows including onboarding, reviews, and investment transactions
• Liaise with product providers to process applications, transfers, and related tasks
• Keep documentation, fees, and commissions up to date within IO
• Ensure compliance with AML, GDPR, KYC, and internal standards
• Provide day-to-day support to Paraplanners and Team Leaders with data integrity and housekeeping

About You:

• 1–2 years' experience in financial services administration (minimum 1 year required)
• Ideally working towards or holding CII/CISI CF1 or R01–R06 (preferred but not essential)
• High attention to detail with excellent organisational and time management skills
• Confident communicator with a methodical and team-oriented approach
• Eager to learn, develop, and grow within a supportive environment