Mulberry Recruitment
IFA Administrator
Location: Farnborough (hybrid working available)
Salary: £27,000 – £35,000 + 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)
To apply for this job please visit www.reed.co.uk.
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