A well-established and highly regarded IFA firm in Swindon is looking to appoint an experienced IFA Administrator to join their growing team.
This is an excellent opportunity to join a stable, supportive business where you’ll play a key role in supporting advisers and ensuring a smooth client journey from start to finish.
The Role
You’ll provide full administrative support to Financial Advisers, helping to deliver a high-quality service to clients.
Key responsibilities
* Preparing documentation for client meetings and reviews
* Processing new business across pensions, investments & protection
* Liaising with providers, clients, and advisers
* Managing pipelines and tracking cases through to completion
* Maintaining accurate records on back-office systems
What’s on offer
* Salary up to £28,000
* Supportive and collaborative team environment
* Long-term stability within an established firm
* Opportunity to develop and progress over time
About you
* Experience working as an IFA Administrator (essential)
* Good understanding of financial services products and processes
* Highly organised with strong attention to detail
* Confident communicator with a proactive approach
This role would suit an experienced administrator looking for a long‑term position within a professional and friendly firm.
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