We are proud to be working with a highly respected, boutique financial planning firm based in Cheltenham. This is a fantastic opportunity to join a successful and modern practice that truly values its people. Despite being a smaller firm, they have built an outstanding reputation for delivering high-quality, client-focused advice and are known for their strong relationships, professionalism and forward-thinking approach.
Just as importantly, they are a genuine pleasure to work for. The team enjoys a collaborative, supportive environment where everyone’s contribution is valued. With an excellent office culture and a close-knit team, this is a business where people enjoy coming to work and are encouraged to grow and develop.
The Role
As an IFA Administrator, you will play a key role in supporting Financial Planners and technical staff, working closely with clients to ensure a seamless and professional service. This is a varied and rewarding position where no two days are the same.
Key responsibilities will include:
- Supporting Financial Planners with the preparation and processing of client recommendations
- Managing client communications and maintaining strong relationships
- Preparing documentation for meetings and liaising with providers
- Ensuring all administrative processes are completed accurately and efficiently
- Working closely with technical staff to deliver high-quality client outcomes
About You
- Previous experience as an IFA Administrator is highly desirable
- Alternatively, strong experience within financial services with excellent communication skills and a genuine interest in financial planning
- Highly organised with strong attention to detail
- Professional, personable, and client-focused
- A team player who thrives in a collaborative environment
What’s on Offer
- Basic salary up to £32,000 (with flexibility for the right individual)
- 25 days holiday plus bank holidays
- Early finish on Fridays – 12:30pm
- Bonus scheme
- Participation in Employee Ownership Trust profit share scheme
- Pension contributions
- Life insurance
- Income protection
- Private medical insurance
- A supportive and collaborative team environment
- Genuine opportunities for development and career progression
This is an excellent opportunity to join a well-established, growing firm that combines professionalism with a genuinely enjoyable working culture.
If you’re looking to build your career within financial planning in a business where you’ll be valued and supported, we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
