Ifa Administrator

IFA Administrator

Poole

Office based

Up to £36,000

This role is for you if you have experience as an IFA Administrator and you’re looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business.

Core Responsibilities

As a Financial Planning Administrator, you will:

• Provide comprehensive administrative support to your Financial Planners.
• Obtain valuations, product details, and other key information for analysis.
• Liaise with product providers and third parties to ensure smooth operations.
• Process new business, withdrawals, and fund switches, working closely with our Paraplanners.
• Handle client and third-party queries with professionalism and efficiency.
• Maintain compliant and well-organized client files.
• Uphold the principles of Treating Customers Fairly in every aspect of your role.

Key Skills & Attributes

We’re looking for someone who:

• Understands the Financial Planning process.
• Thrives in structured environments and follows defined business processes.
• Can work independently and achieve outcomes without constant supervision.
• Is highly organized, accurate, and detail-focused.
• Communicates clearly and confidently, both in writing and verbally.
• Excels at multitasking and prioritizing workloads effectively.
• Has strong IT skills and is proficient in Microsoft Word, Excel, and Outlook.
• Enjoys working both independently and as part of a team.
• Experience with Xplan is a plus – but don’t worry, they provide full training!

Benefits:

• 3% employer pension contributions
• Free eye tests and £100 towards glasses every 2 years
• Full training package to support your growth
• 25 days holiday (plus bank holidays), with 3 days reserved for Christmas
• Extra holiday every 3 years (up to 5 additional days)
• Early finish on Fridays – 4:30pm
• Flexi-start two days a week (Mon–Thurs, 8:00am–4:30pm)
• Free parking
• Birthday bubbles to celebrate your special day

If you are interested in this role, please apply below or contact directly!

Synonyms

IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator