Job Description
£40,000 (flexible for the right candidate) + bonus
25 days holiday + bank holidays
Pension & excellent benefits
A highly respected Chartered wealth planning firm with multiple offices across Kent is looking to hire an experienced Senior IFA Administrator to join their growing team.
This is a business with a strong reputation for delivering high-quality, whole-of-market advice to a diverse client base including HNW individuals, retirees, families, and SME owners across the South East and London. With around 2,000 clients and over £600m AUM, they offer a stable, professional environment with a genuine focus on client outcomes rather than sales targets.
The firm provides advice across pensions, investments, tax planning, retirement planning, cashflow modelling, protection, and more specialist areas such as VCT and EIS. They benefit from long-standing relationships with accountancy and legal firms, generating a consistent flow of quality referrals.
You’ll be joining a collaborative support function made up of experienced administrators and paraplanners, working within a pooled team environment across two offices. The business places a strong emphasis on development, offering ongoing support with exams and CPD.
The Role
This is a newly created position, offering the opportunity to play a key role in supporting advisers and ensuring the smooth delivery of client service.
You’ll be responsible for managing the end-to-end administration process, working closely with advisers and paraplanners across a wide range of cases. A strong understanding of financial planning processes and attention to detail will be essential.
What We’re Looking For
* Minimum 3 years’ experience within an IFA/wealth management environment
* Strong knowledge of end-to-end financial planning administration
* Experience working with platforms such as Intelligent Office, Novia, Fidelity, Transact or Aviva (IO highly desirable)
* Organised, proactive, and able to manage multiple cases efficiently
* A team player who thrives in a collaborative environment
Why Apply?
* Join a well-established, Chartered firm with an excellent reputation
* Supportive, team-driven culture with real career development opportunities
* No sales-driven environment – strong focus on client outcomes
* Work alongside experienced advisers and paraplanners
Contact Sam at Financial Divisions.