IFA Administrator - Cobham

IFA Administrator

Location: Cobham, Surrey

Full-time | Competitive salary + benefits

Are you an organised, detail-driven administrator with experience in financial planning or wealth management? We’re recruiting on behalf of a well-established Independent Financial Adviser (IFA) firm in Cobham that is seeking an experienced IFA Administrator to join their supportive and professional team.

This is a fantastic opportunity for someone who enjoys working in a client-focused environment, supporting Financial Advisers and Paraplanners, and ensuring a seamless advice process from initial enquiry through to implementation.

Key Responsibilities

Client & Adviser Support

• Act as a first point of contact for client enquiries
• Schedule client meetings, prepare documentation, and manage correspondence
• Maintain accurate client records and update internal systems

Pre-Advice Administration

• Request and chase Letters of Authority (LOAs)
• Gather policy information from providers
• Prepare and collate meeting packs in line with compliance standards

Post-Advice Administration

• Process new business applications and ensure smooth implementation
• Liaise with product providers to track progress
• Keep clients proactively updated throughout the process

General Office Administration

• Handle incoming post and documentation
• Ensure all files meet compliance and audit requirements
• Support Advisers and Paraplanners with ad-hoc administrative tasks

What You’ll Bring

• Experience in an IFA, financial planning, or wealth management admin role
• Strong organisational skills and high attention to detail
• Ability to multitask and prioritise effectively in a fast-paced environment
• Excellent communication skills, both written and verbal
• Confident, professional, and client-focused approach
• Experience with financial planning software (, Intelliflo IO) beneficial but not essential

Why Join This Firm?

• Reputable, long-standing IFA practice with a strong local presence
• Friendly, collaborative team environment
• Genuine opportunities for progression (including paraplanning or adviser routes if desired)
• Competitive salary, discretionary bonuses, and benefits
• Convenient Cobham location with excellent transport links

If you're a motivated IFA Administrator looking to take the next step in your career, we’d love to hear from you. Apply now to be considered for this great opportunity.