IFA Administrator – Grimsby (Hybrid)
Salary: £23,000–£28,000 Hybrid Working: 3 days per week in the Grimsby office Firm Type: Stable, long-standing financial planning firm with a warm, supportive culture
A brilliant opportunity for someone who wants stability and long-term growth
This is an excellent role for someone who enjoys being organised, supporting advisers and delivering a smooth client experience. You’ll join a well-established, highly trusted financial planning firm in Grimsby with a friendly, down-to-earth culture and a reputation for looking after its people.
If you’re looking for a role where you can build a long-term career, feel valued and progress at your own pace, this is the perfect environment.
What you’ll be doing
You’ll play a key role in supporting advisers and ensuring clients receive a professional, seamless service. Your responsibilities will include:
* Managing client servicing tasks, including updates, changes and general queries
* Preparing client review packs, valuations and meeting documentation
* Processing Letters of Authority, tracking provider responses and updating systems
* Handling new business submissions across pensions, investments and protection
* Liaising with providers to obtain policy information, statements and updates
* Maintaining accurate client records across CRM and provider platforms
* Supporting advisers with meeting prep, follow-up actions and workflow management
* Assisting paraplanners with data gathering and administrative support
* Ensuring all documentation meets FCA and internal compliance standards
You’ll be trusted to take ownership of your workload and help keep the advice process running smoothly.
Development & progression
This firm offers clear, achievable development routes tailored to your goals. You’ll have access to:
* Full exam support (RO exams funded, study materials, paid study leave)
* Progression into Senior Administrator or Trainee Paraplanner roles
* Regular training, mentoring and 1-to-1 development sessions
* Opportunities to take on more technical tasks as your confidence grows
If you want to build a long-term career in financial planning, this firm will support you every step of the way.
What they’re looking for
* Experience in financial services administration (ideally IFA/wealth management)
* Strong organisational skills and excellent attention to detail
* Confident communicator who enjoys supporting advisers and clients
* Familiarity with platforms, providers and CRM systems (IO, Xplan or similar)
* A proactive, positive attitude and willingness to learn
* Someone who values a friendly, stable team environment
This role suits someone who wants to grow, contribute and be part of a supportive, long-standing team.
What you’ll get in return
* £23,000–£28,000 depending on experience
* Hybrid working (3 office / 2 home)
* 25 days holiday + bank holidays
* Supportive, friendly team with low staff turnover
* Full exam funding and development opportunities
* Modern office environment with a warm, welcoming culture
* Long-term stability and a firm that genuinely values its people