Location
High Wycombe
Salary £30000 - £40000 TypePermanent WorkplaceHybrid Ref89230
IFA Administrator High Wycombe
Location: High Wycombe
Salary: Up to £40,000 DOE
Benefits: 25 days holiday + BH, discretionary bonus, pension, DIS x4, PMI, PHI
Hours: Full-time, office-based (with up to 2 non-contractual WFH days post probation)
About the Company
Join a growing, independent financial planning firm with a strong family culture and a reputation for high staff retention. We manage over £1.5BN AUM and work with HNW clients including business owners, farmers, and professionals. Our ethos is simple: open, transparent, and supportive with a commitment to career development and exam sponsorship for those looking to progress into paraplanning or advising.
The Role
We are looking for an experienced IFA Administrator to join our High Wycombe office. This vacancy has arisen due to a planned retirement, and we need someone confident and proactive to support our advisers and ensure smooth client servicing.
Key Responsibilities:
1. Prepare annual review packs and assist with suitability reports
2. Liaise with providers and clients regarding pensions, investments, life cover, and employee benefits
3. Process new business applications and monitor progress
4. Update and maintain client records on Intelliflo (IO)
5. Manage adviser fees and commission entries
6. Handle fund switches and policy amendments
7. General admin duties including filing, scanning, and diary management
What Were Looking For
8. Minimum 3 years experience in IFA administration
9. Strong organisational skills and attention to detail
10. Ability to work independently and as part of a team
11. Good knowledge of Microsoft Office; Intelliflo experience preferred
12. Familiarity with platforms such as Abrdn Wrap, AJ Bell, James Hay, Brooks Macdonald, Aviva (beneficial but not essential)
13. A proactive, can-do attitude and willingness to learn
Why Join Us?
14. Career Development: Full exam support and internal training
15. Inclusive Environment: Admins are integral to the advice process
16. Long-Term Stability: We value longevity and commitment this is not a stepping-stone role
Interested?
Apply now to join a supportive, client-focused team where your contribution truly matters.