Senior IFA Administrator - Poole

Blakemore Recruitment • Poole, England • Posted July 14, 2026

About the Role

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...