IFA Administrator - Milton Keynes

Blakemore Recruitment · Milton Keynes, England, United Kingdom

Location

Milton Keynes

Job Type

Full-time

Posted

June 29, 2026

Job Description

We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator.
Key Responsibilities:-
New business processing

Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly

Involvement in pension transfer work and drawdown related matters

Deal with adviser queries

Data input onto client database

Group scheme research, quotations, renewal letters

Prepare regular client valuations

Complete LOA policy questionnaires, particularly for pension related matters

General office duties as support when required

Adhere to company procedures

Ensure all work conducted within a timely, compliant manner and to the firms standards
Systems:-
Competent with:- Outlook, Word, Excel to intermediate level

...

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