Job Description
IFA Administrator
Trainee or experienced
£24,000 - £30,000
Wimborne | Office based (hybrid considered)
A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team in Wimborne.
This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and advice is available - if you want!
This role supports advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests.
The Role
* Booking and managing client review meetings
* Preparing documentation and completing AML checks
* Processing new business and policy changes
* Managing Salesforce tasks and opportunities
* Liaising with advisers, paraplanners and providers
* Ensuring SLAs and compliance standards are met
About You
* Financial services / IFA administration experience preferred, but not essential
* Strong organisational skills and high attention to detail
* Professional communication skills
* Comfortable working in a structured, process-driven environment
* Keen to build a long-term career in wealth management
Why Join?
* Established, reputable wealth management environment
* Structured training
* Professional, team-based culture
* Exposure to experienced advisers and planners
* Clear progression pathway
* Long-term career stability
This is an excellent opportunity for either an experienced administrator or someone looking to enter the industry within a supportive, well-run practice.