We are working with a well-established, highly regarded independent financial planning firm that is looking to recruit an experienced IFA Administrator to join their close-knit team.
This is a fantastic opportunity to join a smaller, professional business with an excellent reputation for delivering high-quality advice and building long-term client relationships. You will be part of a collaborative and supportive environment where your contribution is genuinely valued and where you can work closely with Financial Planners and Directors, gaining real involvement in the advice process.
The role offers hybrid working, with flexibility alongside the opportunity to be part of a friendly and engaged office team.
The Opportunity
This is more than a traditional administration role. You will play a key part in supporting the end-to-end financial planning process, working closely with advisers and clients to ensure a seamless and professional service.
Key Responsibilities
- Providing comprehensive support to Financial Planners and clients
- Preparing documentation for client meetings and reviews
- Processing new business, including applications and provider liaison
- Managing client reviews, including preparation of review packs
- Handling fund switches, rebalances, and ongoing servicing tasks
- Maintaining accurate client records and ensuring compliance standards are met
- Acting as a professional first point of contact for clients
About You
- Previous experience within an IFA / financial planning / wealth management administration role
- Strong understanding of financial products, platforms, and processes
- Highly organised with excellent attention to detail
- Proactive and able to manage multiple tasks effectively
- A strong team player who enjoys working in a collaborative environment
- Passionate about delivering a high standard of client service
Why Apply?
- Basic salary to £40,000
- Discretionary bonus and strong company benefits
- Join a respected, independent firm with a strong reputation in the market
- Work closely with experienced Financial Planners and Directors
- Be part of a smaller, supportive team where your input makes a real impact
- Gain greater exposure to the financial planning process and develop your career
- Hybrid working with flexibility
If you are an experienced IFA Administrator looking to join a high-quality, people-focused firm where you can genuinely add value and develop your career, we would love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
