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IFA Administrator — Streamline Client Admin and Compliance

Job in Gerrards Cross, Buckinghamshire, SL9, England, UK
Listing for: Salisbury Financial Services
Full Time position
Listed on 2026-01-15
Job specializations:
  • Administrative/Clerical
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 30000 GBP Yearly GBP 30000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Gerrards Cross is seeking an experienced IFA Administrator to join their team. The successful candidate will manage client documentation, support advisers, and maintain relationships with providers. Responsibilities include preparing valuations, overseeing new business applications, and ensuring compliance.

This role offers a competitive salary of up to £30k dependent on experience, alongside benefits such as a workplace pension and generous holiday entitlement.
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