Overview
Croydon, Surrey
Hybrid working – 2 days office / 3 days WFH
Salary: £28,000 – £32,000 DOE
Location: Croydon, Surrey
Employment Type: Permanent
ASAP start
A well-established financial planning firm based in Croydon is looking to recruit an experienced IFA Administrator to join their client support team on a hybrid basis.
Job Reference: 90399
The Role
You’ll work in a pod structure, providing dedicated 1-to-1 support to a Financial Adviser, helping to deliver a smooth, client-focused advice journey. This is a varied IFA admin role suited to someone who is organised, flexible, and confident managing processes while thinking on their feet.
Key Responsibilities
* Providing full administrative direct support to a Financial Adviser
* Managing client records and workflows using Intelligent Office (IO)
* Processing new business, reviews, and ongoing servicing
* Liaising with providers and platforms
* Handling client calls and emails in a professional, client-centric manner
* Ensuring internal processes and compliance requirements are followed
* Supporting the adviser with day-to-day operational tasks
What They’re Looking For
* Previous experience in an IFA Administrator / Client Support role
* Intelligent Office (IO) experience is required
* Strong organisational skills and attention to detail
* Client-focused, adaptable, and able to work independently
* Comfortable working within established processes
Qualifications
* RO exams are not required
* Full support provided for exams and qualifications if desired
Working Pattern
* Hybrid working: 2 days in the office, 3 days from home
* 35-hour working week
* Supportive and collaborative working environment
Interview Process
* Stage 1: Virtual Teams interview with head of Admin (30–45 minutes)
* Stage 2: Face-to-face interview with Head of Admin and the Adviser
Interviews are being booked immediately, with virtual first-stage interviews starting from tomorrow.
Apply Now
If you’re an experienced IFA Administrator looking for a hybrid role with autonomy, stability, and full exam support, this is a great opportunity. Apply now for confidential consideration.
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