Ifa Administrator - hybrid working

IFA Support Administrator - Devizes (Hybrid Working)

Location: Devizes (with hybrid working available after settling-in period)Salary: Up to £31,000 depending on experienceEmployment Type: Full-time, Permanent

About the Role

We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting.

Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility.

Key Responsibilities

Client Administration

• Submit new business applications and manage accurate client records
• Maintain and upload client documentation across internal systems and platforms
• Keep CRM systems updated with complete and accurate information
• Prepare documentation and packs for client meetings

Client Support

• Liaise with clients to gather required information and documentation
• Conduct fact-finds and collect relevant financial details
• Provide administrative support to assist with client queries and requests

Investment Operations Support

• Assist the investment team with a range of operational tasks including:
  • Processing fund withdrawals
  • Supporting fund switches and portfolio changes
  • Handling bulk or mass investment transactions
• Ensure investment instructions are processed accurately and on time

Compliance & Business Support

• Provide administrative support to compliance activities
• Maintain regulatory documentation and internal records
• Support wider business operations and contribute to improving internal processes

Skills & Experience Required

• Strong organisational and administrative skills
• Excellent attention to detail and accuracy
• Confident communicator with the ability to support client interactions
• Ability to prioritise multiple tasks in a fast-paced environment
• Comfortable using CRM systems and financial platforms
• Experience within financial services, wealth management or an IFA environment (desirable)

Why Join Us?

• Competitive salary up to £31,000
• Opportunity to develop within a growing and supportive financial services business
• Hybrid working available after initial settling-in period
• Collaborative and friendly team culture