Location
Newcastle Under Lyme
Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref88455
IFA Administrator
Location: Stoke
Salary: Up to £35,000 + Bonus + Profit Share
Work Model: Hybrid with home-working flexibility
Support clients who expect more. Work for a firm that delivers more.
This isnt just another support role. Its a launchpad. The firm is building for the future, and if youre hungry to step up, theyll back you to do it. Every client is treated like family. Every plan we deliver is personal. And every admin who joins us is seen as a future adviser in the making.
Were not looking for someone to simply process paperwork were looking for someone whos thinking two steps ahead, and wants a route to advice within 24 months. If thats you, youll be given the technical coaching, exam support, soft skills development and hands-on exposure to make that move confidently and competently.
Your impact:
1. Provide rock-solid administrative support to financial planners delivering complex, bespoke advice
2. Handle new business processing, review packs, valuations and back-office tasks with absolute accuracy
3. Communicate with clients, providers and colleagues to ensure nothing stalls or falls through the cracks
4. Keep client records fully compliant and up to date, using top-tier platforms and systems
5. Be the go-to person for getting things done right the first time
Whats in it for you:
6. Salary up to £35,000 + performance bonus + profit share
7. Full financial backing and time off for professional qualifications
8. Structured Adviser Development Pathway, targeting transition to Financial Planner within 24 months
9. Group pension scheme, income protection and death in service
10. Mental health and wellbeing support
11. Strong social culture with regular team events and away days
12. Agile working policies and flexibility to work from home
This role is ideal for:
An IFA Administrator or Junior Paraplanner whos technically sharp, client-focused, and ready to build toward advice. Youll need strong platform and provider knowledge, excellent organisation skills, and the desire to grow fast. This firm wont slow you down.
If youre ready to back yourself, this firm will back you too.
Apply now or reach out in confidence for further details.