Independent Financial Adviser in Biggleswade is looking for an experienced IFA Administrator to join the team during a period of growth.
Location: Biggleswade, Bedfordshire • Salary: £30,000 - £35,000 per annum • Employment type: Permanent
Opportunity
* Well‑established IFA business with strong organic growth
* AUM has grown by more than double in the last five years, with further organic growth planned
* Upcoming partnership with a major IFA business planned, bringing long‑term stability, training and progression
* Supportive environment with clear development routes, including adviser progression for those interested
Role
You’ll play a key role in the day‑to‑day running of the advice process, carrying out much of the operational and administrative duties as the firm grows.
Key Responsibilities
* Processing transfers, contributions and withdrawals
* Preparing basic annual review reports
* Producing fund switch reportsGeneral IFA administration and phone cover
* Liaising with providers and platforms
* Supporting advisers with ongoing client servicing
* Maintaining accurate records and ensuring compliance standards are met
Systems & Platforms
* Transact
* Aviva
* Fidelity
* Aberdeen Wrap
What We’re Looking For
* 2+ years’ experience in an IFA Administrator or Client Support role
* Confident handling transactional IFA work with minimal supervision
* Strong organisational skills and attention to detail
* Comfortable working in a fast‑paced, growing environment
* Proactive, reliable and team‑focused
Qualifications
* Level 4 / part‑qualified is a bonus, but not essential
Working Pattern
* Fully office‑based
* Occasional ad‑hoc WFH may be possible for appointments/childcare
* Potential for more flexibility in the future as the business and partnership develop
Salary & Benefits
* £30,000 – £35,000 depending on experience
* Discretionary Christmas bonus
* Two‑week paid Christmas shutdown (no holiday required)
* Free on‑site parking
* Funded training and exams via partnering company’s Academy post‑September
Start Date
* Ideally July–August, to align with training and team changes
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