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Senior IFA Administrator - Henley-on-Thames

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Blakemore Recruitment
📍 Henley-on-Thames, United Kingdom
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Location Henley-on-Thames
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Posted June 17, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job 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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    📍 Location Details

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    City
    Henley-on-Thames
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    Country
    United Kingdom
    🚗
    Commute
    Local Area

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