IFA Administrator

IFA Administrator

Wiltshire | Hybrid

Up to £33,000 + Quarterly Bonus

A well-established and growing financial planning firm is seeking an experienced IFA Administrator to join its collaborative and high-performing support team.

The business has built a strong reputation for delivering tailored financial advice to private clients and business owners, with a clear focus on quality service and long-term client relationships.

The Role

Working as part of the client services team, you will provide essential administrative and technical support to Paraplanners and Advisers, including:

• Managing client and provider correspondence
• Submitting new business and processing applications
• Supporting annual client reviews
• Preparing documentation for client meetings
• Maintaining accurate client records and systems
• Assisting with investment reporting (full training provided)

About You

• Minimum 3 years experience within an IFA or financial planning firm
• Strong technical knowledge across pensions, investments, or insurance
• Excellent attention to detail and organisational skills
• Professional communication skills, both written and verbal
• Confident working in a fast-paced environment

Qualifications such as RO1, CF1 or equivalent are desirable but not essential.

What’s on Offer

• Salary up to £33,000 (depending on experience)
• Discretionary quarterly bonus
• Structured training programme and ongoing support
• Exam funding and career progression opportunities
• Comprehensive benefits package including pension, life cover and wellness support

This is an excellent opportunity for an experienced IFA Administrator looking to join a supportive and growing firm where they can develop their technical skills and progress their career.