Location
Aylesbury
Salary £27000 - £30000 TypePermanent WorkplaceOn-Site Ref88984
IFA Administrator
Buckinghamshire | £28,000 £35,000 DOE | Hybrid / Remote / On-site Options
Are you an organised, detail-oriented IFA Administrator looking to join a close-knit, high-performing financial planning team?
Were working with a boutique firm in Buckinghamshire, led by experienced Advisors, who are seeking a proactive and reliable Administrator to support their growing client base. This is a fantastic opportunity to become an integral part of a business that values collaboration, flexibility, and professional development.
Whats the role?
Youll be supporting the Advisors and Paraplanners with a range of administrative tasks, including:
1. Preparing and processing client documentation
2. Managing client records and updating CRM systems
3. Liaising with providers for valuations, policy details, and updates
4. Assisting with meeting preparation and follow-up
5. General office support and coordination
This role is ideal for someone who enjoys working in a varied, fast-paced environment and is confident managing their own workload.
Benefits
6. Salary: £28,000 £35,000 depending on experience
7. Bonus/Commission: Annual review in April, with yearly individual and company profit-based pay rises
8. Pension: Nest standard or contribution to personal pension
9. Holiday: 2 weeks off at Christmas (outside allowance) + Bank Holidays + 28 days
What do you need?
10. Experience in an IFA or financial services admin role
11. Strong organisational and communication skills
12. Comfortable working independently and as part of a small team
13. Familiarity with financial services platforms and CRM systems (e.g., Intelligent Office, Xplan, etc.) is a plus
14. A proactive attitude and willingness to support across the business
Working arrangements
15. Hybrid / On-site flexible options available
16. Initial expectation to be on-site 35 days/week while settling in
17. Remote candidates expected to visit the office monthly or fortnightly
If this role sounds like a good fit, please apply and Ill be happy to discuss further!