Job Description
An excellent opportunity has arisen for an IFA Administrator to join a well-established, boutique financial planning practice based in Poole. Known for their professional yet friendly culture, this medium-sized firm offers a supportive environment, strong values, and a commitment to delivering outstanding client service.
You'll be joining a close-knit and collaborative team, working alongside Financial Advisers, Paraplanners, and fellow Administrators to provide high-quality support throughout the advice process. This is a company that truly values its people—reflected in their low staff turnover, personalised training, and opportunities for career progression.
The role:
As an IFA Administrator, you will play a vital role in the day-to-day operations of the business, supporting the advice process from start to finish.
Key responsibilities include:
* Preparing client documentation, reports, and meeting packs
* Processing new business and liaising with product providers
* Maintaining accurate client records and back-office systems
* Supporting Financial Advisers and Paraplanners with administrative tasks
* Managing client communications, both by phone and email
* Ensuring all work is carried out in line with compliance and company procedures
About you:
* Previous experience in a financial planning or wealth management administration role
* Strong organisational and communication skills
* Confident working with clients and internal stakeholders
* Proactive, detail-oriented, and a team player
* Keen to develop your skills and progress within the industry
What’s on offer:
* Basic salary up to £36,000 depending on experience
* Performance-based bonus
* Company benefits package
* Support for market exams and professional development
* Excellent on-the-job training
* Genuine opportunities for progression within a growing, supportive firm
* A welcoming, people-focused culture with a strong team
This is a fantastic opportunity to join a respected and friendly firm where you’ll be supported, challenged, and given the tools to grow your career in financial services.