Join to apply for the IFA Administrator role at Fram Search
Fram is delighted to be working with a highly successful Financial Planning firm in Berkshire who is looking for an experienced IFA Administrator to join their growing team.
Our client provides high-quality, independent financial advice to both individuals and businesses, covering pensions, investments, protection, and mortgages. They pride themselves on combining technical expertise with a genuinely client-focused service.
Due to continued growth and internal movement, they are now seeking a talented administrator to support three advisors within a collaborative pod system – ensuring a smooth, efficient, and positive working environment.
This is a fantastic opportunity for someone with proven IFA administration experience who is looking for a stable, well-established firm with a friendly, close-knit team culture.
What you’ll be doing:
- Providing comprehensive administrative support to a team of Advisors and Paraplanners.
- Maintaining and updating the client database (Intelligent Office).
- Processing new business applications and managing client records.
- Assisting with basic report writing and documentation.
- Liaising with clients, providers, and the advisory team to ensure excellent service.
- Handling general office administration as part of a supportive team.
What we’re looking for:
- Previous experience in an IFA administration role (essential).
- Proficiency with Intelligent Office (IO) – must be confident using this system.
- Strong organisational skills and the ability to manage multiple tasks at once.
- Proficient in Microsoft Office Suite.
- Background in financial planning (independent experience preferred, but not essential).
- Work with a respected, client-focused Wealth Manager with strong values.
- Join a stable, supportive, and friendly team where your contribution is valued.
- Be part of a firm that is continuing to grow while maintaining a collaborative culture.
Seniority Level
Not Applicable
Employment Type
Full-time
Job Function
Administrative and Finance
Industries
Financial Services and Investment Management
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