Salary: Competitive, depending on experienceWorking Arrangement: Office-based with potential flexibility after probation
The Opportunity
Are you an experienced IFA Administrator looking to take the next step in your financial services career? Join a highly respected, client-focused financial planning firm based in Maidenhead. You'll play a key role supporting two principal advisers while ensuring the smooth running of client servicing and new business processes.
This is an ideal role for someone with a strong administrative background in wealth management, or a recent graduate keen to break into the financial planning industry with a company offering progression and support.
Key Responsibilities
* Provide end-to-end administrative support to two experienced Independent Financial Advisers (IFAs)
* Manage and maintain client records via Intelliflo (iO) and other internal systems
* Process new business applications and ensure compliance procedures are followed
* Prepare client documentation, valuation reports and meeting packs
* Liaise with clients, providers, and internal teams to deliver a seamless service
* Assist in handling policy tracking, platform transactions, and follow-up activities
What We're Looking For
* Minimum 2-3 years of admin experience within an IFA, wealth management, or financial services environment(Recent graduates with a genuine passion for financial planning will also be considered)
* Experience with Intelliflo (iO) or a similar back-office CRM system
* Strong attention to detail and ability to manage multiple tasks
* Confident communicator with a client-first approach
* Proactive, organised, and enthusiastic about growing in the financial advice sector
What's on Offer
* Competitive salary (based on experience)
* Supportive, close-knit team with a positive culture
* Opportunity to grow with the business and potentially pursue industry qualifications
* Discretionary bonus and benefits package
* Modern office environment in a central Maidenhead location
* Office-based with potential flexibility after probation
Ready to Apply?
If you're passionate about delivering top-tier client service and want to grow your career in financial planning, apply today! Shortlisted candidates will be contacted by one of our specialist consultants for a confidential discussion before submission.
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