IFA Administrator - Worthing

Blakemore Recruitment · Worthing, England, United Kingdom

Location

Worthing

Job Type

Full-time

Posted

June 11, 2026

Job Description

We are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Worthing office.
Purpose of role

To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of support to clients in an efficient, compliant and professional manner.

Key Responsibilities
To obtain illustrations, key features and application forms from Platforms Providers as required.

Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.

To post client documentation to the client or product providers as appropriate.

...

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