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IFA Administrator

Bond Recruitment

Job Location:

Cumbria - UK

Monthly Salary: GBP 30000 - 30000

Experience Required: 1-3years

Posted: 24 May 2026 (30+ days ago)

Application Deadline: 21 August 2026

Vacancies: 1 Vacancy

Job Summary

Our client a rapidly expanding national IFA brand has a have a fantastic opportunity for a Financial Administrator to join our their Penrith Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Job Responsibilities

This role forms a key part of the team and as such you will be involved in the day to day administration of Wealth Management ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including but not limited to:

Client correspondence written and verbal.
Processing New Business.
Preparation of client review packs.
Arranging client meetings and managing the Advisers diary.
Illustration requests.
Ensure that all financial planning client administration is carried out in accordance with the Firms procedures.
Maintain client records on the company software and ensure the client and firms files are well presented accurate and compliant.
Taking phone calls enquiries and requests and handling them where appropriate.
Back-office support.

Due to the nature of the business the role may also include additional responsibilities considered reasonable.

Requirements

You will also be skilled in or have the ability to learn:

Good working knowledge of IO and Platform.

Production of concise business correspondence and proofreading for grammar spelling and punctuation with a high degree of accuracy.
Confidence with IT and office software packages including Teams Outlook Word and Excel.
Management and prioritising workloads.
Excellent planning organisational and multi-tasking abilities.
Analytical and problem-solving skills.
Flexibility/adaptability to cope with change.
Excellent communication skills at all levels.
A team player with a positive attitude.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Life Assurance Pension Corporate Eyecare and Extras Discount shopping discounts.

Required Skills:

You will already be experienced working in a Financial Planning firm and will need to be motivated friendly and professional at all times and able to hold conversations with third parties representing the company in a professional manner. You will also be skilled in or have the ability to learn: Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams Outlook Word and Excel. Management and prioritising workloads. Excellent planning organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude.

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