Job Description
IFA Administrator
A great opportunity to join a growing UK financial services business, providing vital support to advisers and clients. This role suits someone organised, proactive, and looking to build a long-term career in financial planning.
The Role
You will be part of a supportive Client Services team, responsible for delivering high-quality administrative and customer support. Key responsibilities include:
* Processing new business applications
* Managing and updating client records
* Chasing providers and supporting client requests
* Handling incoming calls and client queries
* Assisting advisers with trades, meeting preparation, and documentation
* Ensuring all files and tasks are completed accurately and on time
What We’re Looking For
* Strong communication and organisational skills
* A customer-focused mindset
* Confidence using technology
* Ability to prioritise and work as part of a team
Experience with financial planning systems is advantageous but not essential.
Benefits
* Up to £30,000 salary + discretionary annual bonus
* Hybrid working (2–3 days in office)
* 26 days holiday + bank holidays + your birthday off
* 5% flexible benefits allowance (extra holiday, medical, dental, life cover etc.)
* Aegon pension (auto-enrolment)
* Extra Christmas leave at company discretion
* Employee Benefit Trust membership (share in future private equity exit)
* Full exam support — funded exams, materials, study day & salary increases for AF passes
* 3-month probation
* 2-month notice period
If you feel your experiences align with the above, please apply below