Free cookie consent management tool by TermsFeed IFA Administrator | MBF

IFA Administrator

  • Bridgend
  • Permanent
  • £20,000 - £25,000

Job details.

We are currently working with a highly successful, Chartered Financial Planning practice in Bridgend to recruit an IFA Administrator. Our client is a boutique business who provide holistic financial solutions to clients across the UK, they are a growing practice that have a fantastic reputation. Their team of seasoned Chartered Financial Planners is committed to delivering tailored solutions that empower their clients to achieve their financial aspirations.

Position Overview:

As an IFA Administrator, you will play a pivotal role in supporting two Chartered Financial Planners in their daily operations. The Financial Planners you will be working with focus on HNW & UHNW clients, as a result the client is looking to recruit an experienced/professional individual who can hit the ground running.

Key Responsibilities:

  • Assist Chartered Financial Planners with client communication and document preparation
  • Manage client data and maintain accurate records using internal systems
  • Prepare and process applications, ensuring compliance with regulatory standards
  • Coordinate and schedule client appointments, managing the planners' calendars
  • Liaise with various stakeholders, including clients, providers, and internal teams
  • Contribute to the smooth functioning of the team by handling general administrative tasks

Qualifications and Experience:

  • You must have a minimum of 2 years Financial Services Administration experience
  • Excellent organizational skills and attention to detail
  • Strong communication skills, both written and verbal
  • Proficiency in using office software and tools, including Microsoft Office
  • A proactive and adaptable mindset, capable of managing varying workloads

What’s on Offer:

  • The opportunity to work with a highly successful and respected team of Chartered Financial Planners
  • Exposure to the intricacies of holistic financial planning for HNW and UHNW clients
  • A supportive and collaborative work environment


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

Contact Us

similar jobs.

don't miss out on great offers.


Get new jobs for this search by email