IFA Administrator at Placr Recruitment

Job Description:

Latest job information from Placr Recruitment for the position of IFA Administrator. If the IFA Administrator vacancy in Haywards Heath matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Placr Recruitment for the position of IFA Administrator below matches your qualifications.

Salary/Rate£25000 - £30000/annum LocationRH16, Haywards Heath, West Sussex 

The Role

A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients.

This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You'll be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage.

Reporting to the Operations and Client Services Manager, you'll help maintain efficient back-office systems, handle client documentation, and support the wider team in delivering first-class financial planning services.

Key Responsibilities

• Provide administrative support to advisers and paraplanners across a range of financial planning activities.
• Maintain and update data within the firms back-office systems.
• Prepare meeting packs, letters, valuations, and review reports.
• Liaise with clients and providers professionally by phone and email.
• Manage the adviser diary system and ensure meetings are well-prepared in advance.
• Submit new business through online portals and track progress to completion.
• Assist with compliance checks and ensure files meet FCA requirements.
• Keep internal processes and client documentation organised and accurate.
• Greet clients in person and ensure meeting rooms and documentation are ready.
• Support the continuous improvement of internal procedures and best practice.

About You

You'll be an experienced administrator with a background in financial services — ideally within an IFA, wealth management, or financial planning environment. You'll take pride in accuracy, communication, and providing a high-quality service to clients and colleagues alike.

Essential skills and experience:

• Proven experience in financial services administration.
• Excellent attention to detail and organisational ability.
• Strong written and verbal communication skills.
• Confident using Microsoft Office (Word, Excel, Outlook).
• Ability to manage multiple tasks and work to deadlines.
• Comfortable working both independently and as part of a close-knit team.

Job Info:

• Company: Placr Recruitment
• Position: IFA Administrator
• Work Location: Haywards Heath
• Country: GB

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information IFA Administrator at the office Haywards Heath above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.