IFA Administrator

IFA Administrator

Buckinghamshire | £28,000 – £35,000 DOE | Hybrid / Remote / On-site Options

Are you an organised, detail-oriented IFA Administrator looking to join a close-knit, high-performing financial planning team?

We’re working with a boutique firm in Buckinghamshire, led by experienced Advisors, who are seeking a proactive and reliable Administrator to support their growing client base. This is a fantastic opportunity to become an integral part of a business that values collaboration, flexibility, and professional development.

What’s the role?

You’ll be supporting the Advisors and Paraplanners with a range of administrative tasks, including:

• Preparing and processing client documentation
• Managing client records and updating CRM systems
• Liaising with providers for valuations, policy details, and updates
• Assisting with meeting preparation and follow-up
• General office support and coordination

This role is ideal for someone who enjoys working in a varied, fast-paced environment and is confident managing their own workload.

Benefits

• Salary: £28,000 – £35,000 depending on experience
• Bonus/Commission: Annual review in April, with yearly individual and company profit-based pay rises
• Pension: Nest standard or contribution to personal pension
• Holiday: 2 weeks off at Christmas (outside allowance) + Bank Holidays + 28 days

What do you need?

• Experience in an IFA or financial services admin role
• Strong organisational and communication skills
• Comfortable working independently and as part of a small team
• Familiarity with financial services platforms and CRM systems (e.g., Intelligent Office, Xplan, etc.) is a plus
• A proactive attitude and willingness to support across the business

Working arrangements

• Hybrid / On-site – flexible options available
• Initial expectation to be on-site 3–5 days/week while settling in
• Remote candidates expected to visit the office monthly or fortnightly

If this role sounds like a good fit, please apply and I’ll be happy to discuss further!