IFA Administrator

Benefits: Pension scheme with 6% employer contribution, 26 days holiday plus bank holidays, Private medical insurance, Life assurance (4x salary), Group income protection, Work From Anywhere policy About the Company A national wealth management practice known for providing comprehensive financial planning and investment management services. Operating from a collaborative regional hub in Fareham, the firm combines modern technology with high standards of client care, providing administrative and technical teams with direct adviser access and a supportive working environment. Role Summary If you are seeking closer day-to-day engagement with advice delivery rather than working in a detached back-office team, this role offers direct one-on-one collaboration with a Financial Planner. You will manage end-to-end administration across investments, pensions, and protection, providing a clear line of sight over client outcomes within a structured, modern practice. Key Responsibilities Process new business across pensions, investments, and protection, tracking pipeline submissions through to completion to keep client onboarding efficient. Issue letters of authority, gather policy information, and liaise with providers such as Aegon, AJ Bell, Fidelity, and Aviva to ensure advisers have accurate data. Work alongside paraplanners and advisers to prepare client review packs, helping ensure suitability reports and supporting documents are ready well ahead of meetings. Maintain accurate and ..... full job details .....