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Ifa administrator

Maidenhead
Permanent
Ifa administrator
£30,000 - £35,000 a year
Posted: 6h ago
Offer description

Join a respected Wealth Management firm with a supportive team culture Fram is delighted to be working with a highly successful Financial Planning firm in Berkshire who is looking for an experienced IFA Administrator to join their growing team. Our client provides high-quality, independent financial advice to both individuals and businesses, covering pensions, investments, protection, and mortgages. They pride themselves on combining technical expertise with a genuinely client-focused service. Due to continued growth and internal movement, they are now seeking a talented administrator to support three advisors within a collaborative pod system – ensuring a smooth, efficient, and positive working environment. This is a fantastic opportunity for someone with proven IFA administration experience who is looking for a stable, well-established firm with a friendly, close-knit team culture. What you’ll be doing: Providing comprehensive administrative support to a team of Advisors and Paraplanners. Maintaining and updating the client database (Intelligent Office). Processing new business applications and managing client records. Assisting with basic report writing and documentation. Liaising with clients, providers, and the advisory team to ensure excellent service. Handling general office administration as part of a supportive team. What we’re looking for: Previous experience in an IFA administration role (essential). Proficiency with Intelligent Office (IO) – must be confident using this system. Strong organisational skills and the ability to manage multiple tasks at once. Proficient in Microsoft Office Suite. Background in financial planning (independent experience preferred, but not essential). Why join? Work with a respected, client-focused Wealth Manager with strong values. Join a stable, supportive, and friendly team where your contribution is valued. Be part of a firm that is continuing to grow while maintaining a collaborative culture.

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