0191 486 2684 hello@robinsonfinancial.co.uk

Robinson Financial Careers

IFA Administrator


Salary: £Competitive

Job Type: Permanent / Full Time

An excellent opportunity has been created for an intelligent, ambitious administrator to forge a career at one of the UK’s leading chartered wealth management firms at their Pontypool office.


The role requires an individual to provide support to one or more financial advisers on a range of different client cases. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties.

This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.

Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.


  • Research a broad range of financial products across all financial sectors
  • Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
  • Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
  • Sending Letters of Authority
  • Collate client policy/investment/pension
  • Researching products and funds using 3rd party software
  • General Administration duties
  • Create and maintain client files and enter details onto back office database
  • Submitting Business on internal and external systems
  • Prepare paperwork for pre sale and post sale
  • New business processing and submission to Business quality, submitting onto external and internal systems
  • Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
  • General Administration and client servicing support as needed


Ability to build strong working relationships with both the IFA, and the rest of the team.

Previous experience of working within a similar role within a financial services business is desirable however not mandatory.

It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.

You must be happy to work on your own and as part of a team and have excellent time management skills. Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner.

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