Senior IFA Administrator - Henley-on-Thames

Blakemore Recruitment · Henley-on-Thames, England, United Kingdom

Location

Henley-on-Thames

Job Type

Full-time

Posted

June 29, 2026

Job Description

We are currently recruiting for a National Financial Planning practice who are looking for a Senior IFA Administrator in their Henley-on-Thames office.
Job Purpose

The Senior Administrator will provide high quality administrative support to our Financial Planners to enable them to provide an outstanding service to their clients.

Principal Accountabilities
Client meeting preparation including issuing letters of authority and collating information for Financial Planners / Paraplanners

Preparing valuations and mailings

Assist in product research and information gathering

Obtaining illustrations from Assureweb and product providers

Processing new business applications, checking all compliance aspects and chasing them through to completion

Dealing with existing business queries

Producing client review packs for Financial Planners

Preparing and maintaining cl...

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