IFA Administrator

IFA Administrator, Folkestone

Office based, flexible working pattern

£25,000 - £35,000

This administration role is well-suited for individuals with experience in financial services administration, or those looking to step into the industry with a keen eye for detail and organisational skills. Whether you’re early in your career or already experienced, this opportunity offers the chance to support a professional and friendly advice team in delivering high-quality financial planning to clients. The role comes with a competitive salary and the chance to work in a collaborative and supportive environment that values development and team culture.

The Firm

This business is a modern, dynamic financial planning firm with a strong client-first ethos and a people-centred culture. Operating independently, the firm has embraced technology to streamline processes and ensure efficient client service. With a team of experienced advisers and a clear, values-led approach to financial planning, this is an environment where your contributions will be recognised and supported. The firm values development and will offer ongoing training and support tailored to your aspirations.

The Role

As part of the admin team, your day will involve working closely with financial advisers and paraplanners to ensure the smooth running of client journeys. You’ll be responsible for managing client documentation, updating CRM systems, preparing review packs, arranging meetings and helping with general day-to-day administration. You’ll enjoy working in a close-knit team that supports one another and shares a common goal of making a real difference to clients’ financial wellbeing.

Benefits include:

• Competitive salary £25,000 - £35,000
• Holiday entitlement (including additional days for service)
• Annual bonus
• Employer pension contributions
• Ongoing training and support
• Exam/qualification support, and increased earnings per exam completion
• Friendly, inclusive office culture
• Flexibility around working hours to accommodate personal commitments

Requirements

• Experience in a financial advisory firm would be ideal but not needed
• Administration experience within another professional setting

How to apply

Applying is straightforward — simply submit your CV via this platform. The interview process typically includes an initial phone call followed by one or two in-person or video interviews. You’ll also have the chance to meet the team and get a feel for the culture before any decisions are made.

Synonyms

IFA administrator, administrator, finance administrator, support administrator