IFA Administrator - Recruit UK : Job Details

IFA Administrator

Recruit UK

Job Location : Sunderland, UK

Posted on : 06/05/2025 - Valid Till : 25/08/2025

Job Description :

IFA AdministratorLocation: SunderlandHybrid Working AvailableReference Number: 9644Salary: £30,000

Are you an experienced IFA Administrator looking for a fresh opportunity in a dynamic and supportive financial planning team?

We are working with a successful and forward-thinking firm in Sunderland that is seeking a proactive and detail-oriented IFA Administrator to join their growing team. This is a fantastic role for someone who enjoys delivering a high level of service, thrives in a collaborative environment, and wants to make a real impact on client outcomes.

What You’ll Be Doing

  • Supporting advisers and paraplanners with all aspects of client administration
  • Preparing and processing new client documentation and applications
  • Managing client review packs and scheduling adviser meetings
  • Handling client queries and acting as a key point of contact
  • Updating CRM systems, maintaining accurate records, and handling policy transactions
  • Assisting with general office admin, filing, document management, and correspondence

What We’re Looking For

  • Strong communication skills and a professional, client-first attitude
  • Excellent attention to detail and organisational skills
  • Experience in financial services administration (ideally IFA support)
  • Confident using CRM systems and general IT tools
  • Proactive, adaptable, and a team player

The Benefits

  • Salary up to £30,000 depending on experience
  • 25 days holiday plus a wellbeing day
  • Hybrid working for better work-life balance
  • Company pension and death in service cover
  • Enhanced leave policies
  • Study support for professional development

If you're ready to take the next step in your financial services career, we’d love to speak with you. This role offers excellent progression, a supportive culture, and the chance to truly add value in a growing business.

Apply now by sending your CV or drop me a message to learn more.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Sunderland on an IFA Administrator role.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.

Never pester you

Salary : -

Apply Now!

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