We’re working with a highly successful, boutique financial planning practice based in Burnham-on-Sea, who are looking to welcome an IFA Administrator into their friendly and close-knit team.
This is a fantastic opportunity to join a business where people genuinely enjoy coming to work. The team is supportive, down-to-earth, and collaborative, with a strong focus on delivering a high level of personal service to their clients. It’s a great environment for someone who values being part of a small, welcoming team where their contribution really matters.
The role will be varied and engaging, combining traditional IFA administration responsibilities with regular client interaction—both over the phone and when clients visit the office.
The Role:
- Supporting Financial Advisers with day-to-day administration
- Preparing client documentation, reports, and regulatory paperwork
- Processing new business and managing ongoing cases through to completion
- Liaising with providers such as Aviva, Fidelity, and AJ Bell
- Using Intelliflo to maintain accurate client records and manage workflows
- Speaking with clients over the phone to provide updates and assist with queries
- Assisting with meeting preparation and ensuring a smooth client experience
The Individual:
- Experience within an IFA / Financial Planning administration role
- Familiarity with platforms such as Aviva, Fidelity, AJ Bell and Intelliflo
- Strong organisational skills and attention to detail
- A personable and professional communication style
- Someone who enjoys working as part of a small, friendly team
- Progress towards CII exams would be advantageous
What’s on Offer:
- Basic salary up to £36,000
- Bonus scheme
- Company benefits
- 4 days in the office, 1 day working from home
- A genuinely friendly and supportive working environment
- The opportunity to be part of a well-respected and growing boutique practice
This is a brilliant opportunity for an IFA Administrator looking to join a business where they’ll be valued, supported, and part of a positive team culture - working with great people and clients alike.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
