IFA / New Business Administrator

IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 – £33,500 + excellent benefits Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products. Key responsibilities: • Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate) • Managing cases from submission through to “in force” status • Proactively managing pipeline cases in line with SLAs • Raising new business invoices • Booking annual review meetings • Handling queries from advisers, clients, and providers • Maintaining accurate and compliant client records • Ensuring documentation is stored correctly • Supporting wider team objectives and service standards Experience required: • Previous financial services experience (ideally within an IFA or provider environment) • Experience processing new business across multiple product types • Strong administrative and customer service skills • Proficiency in Microsoft Word and Excel • Minimum of 5 GCSEs (A–C / 9–4), including Maths and English Desirable: • Experience with life, investment, or pensions products • Exposure to DB transfers • Understanding of regulated environments and compliance processes Benefits include: • Private medical insurance (self-cover) • Income protection (75% of salary for up to 3 years) • Life assurance (4x salary) • Critical illness cover (£50,000 lump sum) • Pension (6% employer / 3% employee)