IFA Administrator

Posted:	24/02/26
Recruiter:	Ellis James Partners Ltd
Reference:	3074759192
Type:	Permanent
Salary:	£24,000 - £30,000 Annual
Location:	Dorset
Description:	IFA Administrator £24,000 - £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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IFA Administrator

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