Job Description
IFA Support Administrator – Devizes (Hybrid Working)
Location: Devizes (with hybrid working available after settling-in period)Salary: Up to £31,000 depending on experienceEmployment Type: Full-time, Permanent
About the Role
We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting.
Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility.
Key Responsibilities
Client Administration
* Submit new business applications and manage accurate client records
* Maintain and upload client documentation across internal systems and platforms
* Keep CRM systems updated with complete and accurate information
* Prepare documentation and packs for client meetings
Client Support
* Liaise with clients to gather required information and documentation
* Conduct fact-finds and collect relevant financial details
* Provide administrative support to assist with client queries and requests
Investment Operations Support
* Assist the investment team with a range of operational tasks including:
o Processing fund withdrawals
o Supporting fund switches and portfolio changes
o Handling bulk or mass investment transactions
* Ensure investment instructions are processed accurately and on time
Compliance & Business Support
* Provide administrative support to compliance activities
* Maintain regulatory documentation and internal records
* Support wider business operations and contribute to improving internal processes
Skills & Experience Required
* Strong organisational and administrative skills
* Excellent attention to detail and accuracy
* Confident communicator with the ability to support client interactions
* Ability to prioritise multiple tasks in a fast-paced environment
* Comfortable using CRM systems and financial platforms
* Experience within financial services, wealth management or an IFA environment (desirable)
Why Join Us?
* Competitive salary up to £31,000
* Opportunity to develop within a growing and supportive financial services business
* Hybrid working available after initial settling-in period
* Collaborative and friendly team culture