IFA Administrator – Pensions & Investments
Horsham (Head Office)
Full-time | Permanent | Office-Based
Join a leading UK financial advice network
We're recruiting an experienced IFA Administrator to join the Pensions & Investment team within a highly respected Financial Services firm in Horsham, West Sussex.
The company supports financial advisers nationwide with high-quality compliance, operations and business support, and are focused on delivering excellent outcomes for clients and ensuring our advisers can offer whole-of-market solutions with confidence.
This is an ideal opportunity for an organised, detail-focused administrator with pensions and investment experience who wants to join a professional, supportive, and values-led environment.
The Role
As an IFA Administrator, you will play a key role in supporting advisers across pension and investment business. You'll ensure cases are processed efficiently, accurately, and in line with regulatory requirements, while delivering a great service to both clients and providers.
Your Main Responsibilities Will Include
Processing new pension and investment applications via provider platforms and by post
Chasing providers for updates to ensure cases progress smoothly
Keeping clients updated throughout each stage of their application
Entering and maintaining client information on back-office systems (INVU / Intelligent Office)
Uploading and managing all client documentation
Issuing client correspondence including plan schedules, post-sale letters and service documents
Producing ongoing service reports and support packs for adviser review meetings
Ensuring adviser submissions are complete and compliant before processing
Managing priorities and meeting workflow deadlines
Supporting advisers and colleagues with day-to-day administrative queries
Ensuring all work aligns with FCA requirements and "Client Best Interest" standards
Essential Experience
What We're Looking For
Previous administration experience within Financial Services
Strong knowledge of pensions and investments (Personal, GPP or Occupational)
FA1 – Life Office Administration qualification
Strong communication skills and a confident telephone manner
Excellent organisational skills and ability to work to deadlines
Good working knowledge of Word, Excel & database systems
Understanding of industry providers, products & processes
Desirable (not Essential)
FA2, CF1, or RO1 qualifications
Experience working in an IFA, network or provider environment
Previous use of Intelligent Office / INVU
Who You Are
Professional, customer-focused, and comfortable communicating with advisers, clients and providers
Able to work independently as well as part of a busy team
Methodical, organised and confident under pressure
Quick to learn and open to ongoing training and development
Reliable with strong attention to detail
Why Join?
Work for one of the UK's leading financial advice networks
Supportive team culture with a strong focus on quality and development
A values-driven business built on Integrity, Professionalism, Consumer Focus and Partnership
Structured processes, modern systems and development opportunities
Commitment to CPD and personal progression
How To Apply
If you have experience within IFA administration and enjoy working in a structured, professional environment where client outcomes come first, we'd love to hear from you.
Click Apply Now or send your CV for immediate consideration