Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients.
A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships.
The Role
You’ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience.
Key responsibilities include:
* Acting as the first point of contact for client enquiries, delivering a professional and responsive service
* Managing client and provider correspondence efficiently
* Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms
* Maintaining and updating client records using Intelligent Office (IO)
* Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters
* Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance
* Completing application forms and managing submissions through to completion
* Liaising with providers to ensure business progresses smoothly
* Supporting investment reporting and maintaining accurate systems and records
About You
* At least 2 years’ experience within an IFA or financial planning firm
* Strong technical knowledge across pensions, investments and protection
* Experience with Intelligent Office (IO) is advantageous
* Excellent communication skills, both written and verbal
* Organised, proactive, and confident in a fast-paced environment
What’s on Offer
* Salary up to £40,000 (depending on experience)
* Discretionary bonus
* Structured training programme with ongoing development support
* Exam funding and clear career progression pathways
* Comprehensive benefits package including pension, life cover, and wellbeing support
* Flexible working options (full or part-time)