Senior IFA Administrator - Marlow

Blakemore Recruitment • Marlow, England, United Kingdom • Posted June 17, 2026

Location Marlow, England

Job Type Full-time

Category Secretaries and Administrative Assistants

Posted June 17, 2026

We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.
Purpose of role

This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system.

Key Tasks:
Opening and sorting daily post on a rota

Sending daily post on a rota

Answering the telephone and directing calls, taking and passing on messages

Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when ...

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