IFA Administrator
Hybrid · Basingstoke, England, United Kingdom
Job Summary
IFA Administrator role in Basingstoke supporting Financial Advisers/Consultants under FCA regulations. Key duties include coordinating client and plan information on IO, requesting and uploading provider data, updating contributions/withdrawals, validating funds and price feeds, ensuring accurate valuations, compiling costs/charges, producing client valuation reports and packs (OneNote, KID, FE Analytics research), preparing cases for AST submission, handling client communications, and maintaining compliance with regulatory policies. Essential skills include IFA administration experience, strong written/oral communication, methodical organisation, data accuracy, problem solving, knowledge of the advice process, collaboration, and a proactive learning mindset. The role operates on a hybrid basis (three days in the office, two days remote) with a focus on delivering excellent customer service to clients and supporting advisers throughout the client lifecycle.
Required Qualifications
- A minimum 12 month’s IFA administration experience, supporting an advisor
- GCSE Maths and English grade 5 or above, or equivalent
- Good written and oral communication skills
- Methodical and organised
- Computer literate
- Accurate with good attention to detail
- Problem solving
- Knowledge of the advice process
- Collaborator mindset and willingness to learn
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.