IFA Administrator

We are currently recruiting for an experienced IFA Administrator to join a well-established and growing financial planning firm based in Chelmsford. This is a great opportunity for someone who enjoys working in a professional, client-focused environment and wants long-term stability and progression. The Role You’ll be supporting Financial Advisers with the full administration process, ensuring a smooth and compliant client journey from start to finish. Key responsibilities include: • Preparing and processing new business applications • Liaising with product providers, clients, and advisers • Producing suitability letters and client documentation • Maintaining accurate client records and back-office systems • Chasing outstanding requirements and managing workflows • Supporting advisers with pre- and post-meeting administration The Ideal Candidate • Previous experience as an IFA Administrator (essential) • Good understanding of financial planning products (pensions, investments, protection) • Strong organisational and communication skills • High attention to detail and compliance awareness • Confident using back-office systems and MS Office What’s On Offer • Competitive salary £30,000 – £35,000 depending on experience • Supportive and friendly team environment • Opportunity for long-term career progression • Stable, reputable firm with a strong local presence