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IFA Administrator - Home-Based

Blakemore Recruitment

London, England, United Kingdom Full-time June 10, 2026
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Opportunity Description

We are currently recruiting for a National Financial Planning company that are looking to recruit 2 IFA Administrators to join their team. This will be a home-based role but you may be required to go to the office on the odd occasion. This is a great opportunity to join a highly regarded Financial Planning practice.

Candidates skills

  • Provide high-quality support to our Advisers

  • Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research

  • Prepare and issue client reviews including obtaining product specific information eg switch fees and funds available and charges

  • Work with FE analytics

  • Co-ordinate the issuing of client advice, client correspondence and enclosures

  • Process new business through to conclusion

  • Work with Platform sites
  • Qualities

  • Excellent communication skills, both verbal and writt...
  • Full-time Secretaries and Administrative Assistants

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