Senior IFA Administrator
Ashleigh Court Wealth Management
Salary: Circa £30,000-£34,000
Are you the highly experience financial planning administrator we are looking for.
We are hiring and we want the best for this role!
This is an office-based role working at our lovely, modern office with air-conditioned, free on site parking and shops nearby. If you are unable to get into us 5 days a week, please speak to us and we'll see if we can be flexible.
The role
This is a key position within the business, supporting the Financial Planner and helping keep everything running smoothly day-to-day.
You'll be involved in:
* Managing new business submissions through to completion
* Preparing client meeting packs and follow-up documentation
* Liaising with clients, providers and third parties
* Maintaining accurate client records and back-office systems
* Managing diaries, appointments and workflow
* Supporting the wider administration of the business
You'll play a central role in ensuring clients receive a seamless, professional service at all times.
What we're looking for
We're looking for someone who can come in and make an impact straight away.
* Experience within IFA / Wealth Management administration is essential
* Highly organised with strong attention to detail
* Confident communicating with clients and providers
* Able to manage workload and prioritise effectively
* Professional, reliable and proactive
Our benefits
Life cover, critical illness, PHI, company pension, 31 days holiday including bank holidays, discretionary bonus, free staff on site parking.
About Ashleigh Court
Established in 1997, Ashleigh Court is a well-respected, independent wealth management firm built on long-term relationships and high-quality advice.
We have a great business that combines experience with a forward-thinking approach — investing in modern systems, maintaining high standards, and creating an environment where both clients and staff are genuinely looked after.
Apply now
We're partnering with Recruitment Rebellion Limited to fill this role.
Applications are open for up to 30 days but may close early if a suitable candidate is found. Our process is fair and inclusive. If you need adjustments, let us know.