IFA Administrator - Hybrid working

We’re working with a highly respected financial planning firm that is seeking an experienced IFA Administrator to join their team. This is a fantastic opportunity to become part of a supportive and growing organisation, providing vital administrative support to financial advisers and helping to ensure clients receive outstanding service throughout their journey.

The Role:
As an IFA Administrator, you’ll play a key role in supporting Financial Planners with all aspects of client administration. This will involve:

• Processing new business and managing the client database
• Preparing accurate reports and documentation
• Handling provider and client communications
• Managing trades, transfers, and valuations via platforms
• Supporting with trust administration and complex cases
• Maintaining accurate records and tracking workflow progress
• Assisting with review reports and annual reviews

This is a varied and fast-paced role, perfect for someone who thrives on organisation, has strong attention to detail, and enjoys working as part of a collaborative team.

What You’ll Need:

• Previous experience in a similar financial planning/wealth management administration role
• Strong knowledge of financial products and platforms
• Familiarity with Intelligent Office (or similar back-office systems) is an advantage
• A client-focused approach with excellent organisational and communication skills
• A proactive, team-player attitude

Benefits Include:

• Basic salary to £32,000
• Minimum of 25 days holiday (increasing with service) plus holiday buy/sell option
• Annual salary review
• Hybrid working
• Group pension,
• Life Assurance
• Full exam support
• Access to a number of additional benefits

This is a fantastic opportunity to join a market leading Wealth Management practice. You will be provided with first class on the job training, support for market exams and opportunities to progress.