Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients.
A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships.
The Role
You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience.
Key responsibilities include:
- Acting as the first point of contact for client enquiries, delivering a professional and responsive service
- Managing client and provider correspondence efficiently
- Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms
- Maintaining and updating client records using Intelligent Office (IO)
- Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters
- Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance
- Completing application forms and managing submissions through to completion
- Liaising with providers to ensure business progresses smoothly
- Supporting investment reporting and maintaining accurate systems and records
About You
- At least 2 years experience within an IFA or financial planning firm
- Strong technical knowledge across pensions, investments and protection
- Experience with Intelligent Office (IO) is advantageous
- Excellent communication skills, both written and verbal
- Organised, proactive, and confident in a fast-paced environment
What s on Offer
- Salary up to £40,000 (depending on experience)
- Discretionary bonus
- Structured training programme with ongoing development support
- Exam funding and clear career progression pathways
- Comprehensive benefits package including pension, life cover, and wellbeing support
- Flexible working options (full or part-time)
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients.
A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships.
The Role
You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience.
Key responsibilities include:
- Acting as the first point of contact for client enquiries, delivering a professional and responsive service
- Managing client and provider correspondence efficiently
- Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms
- Maintaining and updating client records using Intelligent Office (IO)
- Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters
- Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance
- Completing application forms and managing submissions through to completion
- Liaising with providers to ensure business progresses smoothly
- Supporting investment reporting and maintaining accurate systems and records
About You
- At least 2 years experience within an IFA or financial planning firm
- Strong technical knowledge across pensions, investments and protection
- Experience with Intelligent Office (IO) is advantageous
- Excellent communication skills, both written and verbal
- Organised, proactive, and confident in a fast-paced environment
What s on Offer
- Salary up to £40,000 (depending on experience)
- Discretionary bonus
- Structured training programme with ongoing development support
- Exam funding and clear career progression pathways
- Comprehensive benefits package including pension, life cover, and wellbeing support
- Flexible working options (full or part-time)
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