IFA Administrator
Trainee or experienced
£24,500 – £30,000
Wimborne | Office based (hybrid considered)
A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team in Wimborne.
This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and advice is available – if you want!
This role supports advisers across the full advice cycle – from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests.
The Role
- Booking and managing client review meetings
- Preparing documentation and completing AML checks
- Processing new business and policy changes
- Managing Salesforce tasks and opportunities
- Liaising with advisers, paraplanners and providers
- Ensuring SLAs and compliance standards are met
About You
- Financial services / IFA administration experience preferred, but not essential
- Strong organisational skills and high attention to detail
- Professional communication skills
- Comfortable working in a structured, process-driven environment
- Keen to build a long-term career in wealth management
Why Join?
- Established, reputable wealth management environment
- Structured training
- Professional, team-based culture
- Exposure to experienced advisers and planners
- Clear progression pathway
- Long-term career stability
This is an excellent opportunity for either an experienced administrator or someone looking to enter the industry within a supportive, well-run practice.
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