IFA Administrator

IFA Administrator - Fully Remote or Hybrid

Are you a seasoned mortgage or IFA administrator looking for a fresh challenge in a supportive and professional environment?

We’re looking for an Admin Support Co-ordinator to join our growing team. Ideally, you’ll be local enough to join us in the office in Reigate, Surrey, a few days a week but we’re open to remote support for the right experience.

You'll play a key role supporting our Advisers and ensuring everything we do is compliant, organised, and client-focused. Day-to-day tasks include:

• Administering and progressing client applications

• Writing professional suitability letters

• Liaising with insurance providers, medical professionals, and clients

• Managing CRM records and client documentation

• Supporting advisers with appointment bookings and trust form processing

• Must-have: Prior experience as a Mortgage or IFA Administrator

• Strong knowledge of financial services and client management systems (e.g. FLG, iBusiness)

• Exceptional communication, organisation and attention to detail

• A proactive, team-oriented attitude with the ability to manage time and priorities independently

• £26,000 base salary + annual bonus (typically bringing you to ~£28,000 overall)

• 28 days holiday (option to buy more)

• Private medical (BUPA), income protection, death in service cover

• Wellbeing support including lifestyle coaching, physio, nutritional consultations

• Remote GP access, employee assistance programme, second medical opinion

• Company-paid eye test & glasses contribution

• Pension scheme (5% employer contribution)

• Paid volunteer days, social events, and office closure over Christmas

Ready to Apply?

We’re keen to hear from candidates with relevant financial services admin experience, especially those who’ve worked in mortgage or IFA admin roles.