IFA Administrator – Stone Are you detail-driven, organised, and passionate about supporting clients and advisers in the financial planning sector? We’re looking for an IFA Administrator to join a professional, supportive team in Stone.
You’ll play a vital role in ensuring the smooth running of client services, supporting advisers, and maintaining the highest standards of compliance and efficiency.
🔑 The Role As an IFA Administrator, you’ll provide comprehensive administrative support to financial planners and clients, including:
Creating and maintaining accurate client records across platforms, back-office systems, and cashflow/risk profiling tools.
Preparing client documentation and correspondence before and after meetings.
Checking and processing new business applications accurately and in line with compliance standards.
Recording and reconciling fees.
Liaising with product providers, chasing progress, and ensuring timely updates for clients.
Sending Letters of Authority and gathering key information.
Obtaining illustrations, application forms, and portfolio valuations.
Managing fund switches, rebalances, top ups and withdrawals.
Providing a friendly, professional point of contact for client enquiries.
Diary management – ensuring all meeting action points are logged and completed. 📋 Reviews & Client Support
Preparing client review packs as part of the annual review process.
Supporting financial planners during review meetings, if needed.
Assisting with follow-up actions and implementation. 🗂️ General Administration
Answering, screening, and forwarding calls.
Maintaining accurate records on back-office systems.
Opening, scanning, logging, and allocating post.
Handling correspondence and other tasks as directed by management. ✅ What We’re Looking For
Previous experience in a financial services administration role (ideally IFA/wealth management).
Strong organisational and communication skills.
High attention to detail and accuracy.
A proactive, professional approach with the ability to prioritise effectively.
Good IT skills, including MS Office and back-office systems. 🎯 What’s on Offer
Salary up to £28,000 (depending on experience).
Holidays: 25 days + bank holidays.
Death in service: 3x salary (from day one).
Pension: 5% employer / 3% employee contribution via NEST.
Private Medical Insurance after 1 year of employment.
Support towards exam attainment.
Discretionary Christmas bonus.
Annual bonus scheme.
Quarterly team socials.
Modern offices in a convenient Stone location.
Clear opportunities for career development in financial services. 📍 Location & Hours
Stone office-based role.
Monday to Friday, standard working hours. 📢 Take the Next Step If you’re ready to develop your career in financial services and thrive in a supportive, professional environment, we’d love to hear from you.
📩 Apply today by sending your CV to (email address removed)