Ifa Administrator - Arundel

IFA Administrator Arundel, West Sussex Competitive Salary + Benefits Full Time, Permanent About the Company Our client is a well-established and highly regarded financial planning firm based in Arundel. Known for providing high-quality, holistic financial advice and exceptional client service, they have built a strong reputation within the local community and beyond. Due to continued growth, they are seeking an organised and proactive IFA Administrator to join their supportive and professional team. The Role As an IFA Administrator, you will provide essential administrative support to the Financial Advisers and Paraplanners, helping to deliver a seamless client experience while ensuring the efficient processing of new and existing business. This is an excellent opportunity for an experienced financial services administrator looking to join a reputable firm that values its employees and offers genuine long-term career development. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client review packs and meeting documentation. Processing new business applications across pensions, investments, retirement planning, and protection. Obtaining policy information, valuations, and fund updates from providers. Managing and maintaining accurate client records on the CRM system. Liaising with clients, providers, and professional introducers. Monitoring and progressing business pipelines to ensure smooth case completion. Preparing ..... full job details .....