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Senior IFA Administrator - Poole

Blakemore Recruitment

Poole, England, United Kingdom Full-time July 08, 2026
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Vacancy Description

We are currently recruiting for a highly regarded Financial Planning practice based in Poole who are looking for a Senior Administrator.

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 client files on I...

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    Vacancy Details

    Location Poole, England
    Country United Kingdom
    Type Full-time
    Category Financial Specialists
    Posted July 08, 2026

    About Blakemore Recruitment

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    Blakemore Recruitment

    Poole, United Kingdom

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