We are currently recruiting on behalf of a highly successful, independent financial planning firm that is looking to appoint an IFA Administrator to join their growing team.
This is an excellent opportunity to join a well-established and ambitious business that currently manages approximately £300M in assets under management and has clear plans for continued growth through organic expansion. The firm has a proven track record of developing its staff, with a structured and well-supported progression pathway in place.
Notably, individuals within the business have successfully progressed from administration into paraplanning and ultimately into advisory positions, demonstrating the genuine long-term career opportunities available.
The Opportunity
As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth day-to-day running of the client support function. You will work closely with advisers, paraplanners, and the wider team to deliver a high-quality, efficient service to clients.
You will be joining a collaborative and growing team, where you will be supported in developing your skills and progressing your career over time.
Key Responsibilities
- Providing full administrative support to Financial Advisers
- Preparing documentation for client meetings and reviews
- Processing new business and servicing requests
- Managing client correspondence and liaising with providers
- Maintaining accurate client records and back-office systems
- Tracking and progressing cases through to completion
- Ensuring all work is completed in line with compliance requirements
About You
We are looking for an organised and proactive individual with experience within financial planning or wealth management administration, who is keen to develop their career within a progressive firm.
You will ideally have:
- Previous experience in an IFA or financial planning administration role
- A good understanding of financial products, including pensions and investments
- Strong organisational skills and attention to detail
- Excellent communication skills, both written and verbal
- The ability to manage multiple tasks and work to deadlines
- A positive, motivated, and team-oriented approach
What’s on Offer
- Basic salary up to £30,000
- Discretionary bonus
- Hybrid working
- Supportive and collaborative team environment
- Structured training and development pathway
- Proven progression opportunities into paraplanning and advisory roles
This is a fantastic opportunity to join a thriving independent firm that not only offers a strong and stable environment but also genuinely invests in the long-term development of its people.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
