📍 Jobs Near Me
For Job Seekers For Employers
📍

HiringNearMe.work

Local Jobs, Zero Commute

Jobs
Home › Jobs Near United Kingdom › Senior IFA Administrator - Poole
📍 Local Job Near You

Senior IFA Administrator - Poole

🏢
Blakemore Recruitment
📍 Poole, United Kingdom
📍
Location Poole
📅
Posted June 11, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

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

📋
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 Job

    Submit Application

    Quick and secure application process

    📍 Location Details

    🌆
    City
    Poole
    🗺️
    Country
    United Kingdom
    🚗
    Commute
    Local Area

    🔍 More Jobs Nearby

    Explore other opportunities in Poole

    View Local Jobs