IFA Administrator

An excellent opportunity has arisen for an IFA Administrator to join a well-established, boutique financial planning practice based in Poole. Known for their professional yet friendly culture, this medium-sized firm offers a supportive environment, strong values, and a commitment to delivering outstanding client service.

You'll be joining a close-knit and collaborative team, working alongside Financial Advisers, Paraplanners, and fellow Administrators to provide high-quality support throughout the advice process. This is a company that truly values its people—reflected in their low staff turnover, personalised training, and opportunities for career progression.

The role:

As an IFA Administrator, you will play a vital role in the day-to-day operations of the business, supporting the advice process from start to finish.

Key responsibilities include:

• Preparing client documentation, reports, and meeting packs
• Processing new business and liaising with product providers
• Maintaining accurate client records and back-office systems
• Supporting Financial Advisers and Paraplanners with administrative tasks
• Managing client communications, both by phone and email
• Ensuring all work is carried out in line with compliance and company procedures

About you:

• Previous experience in a financial planning or wealth management administration role
• Strong organisational and communication skills
• Confident working with clients and internal stakeholders
• Proactive, detail-oriented, and a team player
• Keen to develop your skills and progress within the industry

What’s on offer:

• Basic salary up to £36,000 depending on experience
• Performance-based bonus
• Company benefits package
• Support for market exams and professional development
• Excellent on-the-job training
• Genuine opportunities for progression within a growing, supportive firm
• A welcoming, people-focused culture with a strong team

This is a fantastic opportunity to join a respected and friendly firm where you’ll be supported, challenged, and given the tools to grow your career in financial services.