About the Opportunity
We are working in exclusive partnership with a respected, independent Financial Planning firm in Oxford to identify an experienced IFA Administrator. This is an exceptional opportunity to join a highly professional, well-structured business that values integrity, precision, and long-term client relationships.
The firm offers holistic financial advice to a loyal client base and prides itself on its collaborative team culture and commitment to excellence. You’ll be joining an experienced operations function that plays a critical role in supporting Financial Planners and maintaining a first-class client experience.
This role is ideally suited to a high-performing Administrator from an IFA or Wealth Management background who is looking for stability, development, and the chance to thrive in a high-touch, client-led environment.
Why This Firm?
* Long-established and highly regarded financial planning firm with chartered leadership
* Modern office environment with a friendly, knowledgeable, and experienced support team
* Genuine commitment to professional development – including study support towards CII Diploma (Dip PFS / Dip FA)
* Stable client base with high levels of recurring business
* Structured career path within the operations and client services team
Key Responsibilities
* Manage and maintain accurate client records via Intelligent Office, ensuring compliance with FCA documentation standards
* Process new business applications across pensions, investments, protection, and other financial planning solutions
* Liaise with clients in a timely and professional manner to gather information, issue documentation, and provide progress updates
* Act as a key point of contact for product providers to track cases, request valuations, and resolve administrative queries
* Prepare and process Letters of Authority, fact finds, and policy documentation
* Provide flexible support across the Business Support team, particularly during peak periods or adviser transitions
Candidate Profile
* Minimum 3 years of experience in an IFA or Wealth Management administrative role
* Confident user of Intelligent Office (or similar back-office CRM) and investment platforms such as Transact, Quilter, Standard Life, or AJ Bell
* Strong understanding of FCA compliance documentation and new business processing
* Excellent written and verbal communication skills; professional client-facing manner
* Highly organised with an ability to manage workloads, meet deadlines, and prioritise effectively
* Self-motivated, team-oriented, and solutions-focused
* Desire to work towards (or currently studying for) the CII Diploma in Financial Planning – full study support is available
Remuneration & Benefits
* OTE: £33,000 – £35,000, dependent on experience
* Company pension contributions
* Life assurance and income protection
* Generous annual leave entitlement
* Professional exam support and CPD funding
* Supportive and sociable team culture with regular internal events
#J-18808-Ljbffr