IFA Administrator – Part time
Location: Wokingham
Salary: £30,000 – £36,000 (pro-rata)
4 days per week
Permanent | Office-based
Are you an experienced IFA Administrator looking for a stable, well-structured role where your pensions and investments knowledge is valued?
Our client, a well-established financial planning firm based in Wokingham, is looking to welcome a skilled IFA Administrator to support Senior Advisers across investments and pensions. This is a varied, hands-on role offering long term progression, flexibility around working patterns, and the opportunity to work closelywith experienced IFAs.
If you enjoy being the backbone of the advisory process ensuring accuracy, compliance, and excellent client service this could be an excellent next step.
The Role
Managing client correspondence via phone, email, portals, and messages
Acting as the first point of contact for both general and technical client queries
Liaising with platforms and providers to research and resolve queries
Processing pensions and investment transactions including contributions, withdrawals, drawdowns, income payments, and fund switches
Maintaining accurate client records on Intelliflo (IO) and spreadsheets
Preparing clear and accurate summaries for new clients
Reviewing suitability and review reports to ensure accuracy and compliance
Monitoring and managing client portal communications
Reviewing adviser meeting notes and implementing agreed actions and follow-ups
About You
Previous experience in an IFA Administration role, with solid knowledge of pensions and investments
Strong organisational skills with excellent attention to detail
Confident, professional telephone manner and clear written communication
Proficient in Microsoft Office
Experience using Intelliflo (IO) is highly advantageous
What’s on Offer
Salary up to £36,000 depending on experience
4-day week (Monday–Thursday) – salary pro rata
28 days annual leave
Company pension
Office conveniently located with excellent transport links from Wokingham station
Supportive, professional environment with experienced advisers