IFA Administrator - Worthing

Blakemore Recruitment

📍 Worthing, England, United Kingdom 💼 Full-time 🕒 Posted June 14, 2026

Apply Now Similar Jobs

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.

...

Ready to Apply?

Submit your application today and join our talented team at Blakemore Recruitment.

Submit Application

Job Details

Location Worthing, England
Job Type Full-time
Category Secretaries and Administrative Assistants
Posted Date June 14, 2026
Application Deadline July 24, 2026