We’re working with a highly successful, boutique financial planning practice, 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.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
