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Senior IFA Administrator - Henley-on-Thames

Blakemore Recruitment

Henley-on-Thames, England, United Kingdom Full-time June 29, 2026
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Vacancy Description

We are currently recruiting for a National Financial Planning practice who are looking for a Senior IFA Administrator in their Henley-on-Thames office.

Job Purpose


The Senior Administrator will provide high quality administrative support to our Financial Planners to enable them to provide an outstanding service to their clients.


Principal Accountabilities

  • Client meeting preparation including issuing letters of authority and collating information for Financial Planners / Paraplanners

  • Preparing valuations and mailings

  • Assist in product research and information gathering

  • Obtaining illustrations from Assureweb and product providers

  • Processing new business applications, checking all compliance aspects and chasing them through to completion

  • Dealing with existing business queries

  • Producing client review packs for Financial Planners

  • Preparing and maintaining cl...

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    Vacancy Details

    Location Henley-on-Thames, England
    Country United Kingdom
    Type Full-time
    Category Secretaries and Administrative Assistants
    Posted June 29, 2026

    About Blakemore Recruitment

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    Blakemore Recruitment

    Henley-on-Thames, United Kingdom

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