Senior IFA Administrator - Poole

Blakemore Recruitment

📍 Poole, England, United Kingdom

Full-time Financial Specialists

Job 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...

Apply for this Position

Job Details

Location Poole, England

Job Type Full-time

Category Financial Specialists

Posted July 06, 2026

Deadline August 15, 2026