Ifa Administrator

IFA Administrator

A great opportunity to join a growing UK financial services business, providing vital support to advisers and clients. This role suits someone organised, proactive, and looking to build a long-term career in financial planning.

The Role

You will be part of a supportive Client Services team, responsible for delivering high-quality administrative and customer support. Key responsibilities include:

• Processing new business applications
• Managing and updating client records
• Chasing providers and supporting client requests
• Handling incoming calls and client queries
• Assisting advisers with trades, meeting preparation, and documentation
• Ensuring all files and tasks are completed accurately and on time

What We're Looking For

• Strong communication and organisational skills
• A customer-focused mindset
• Confidence using technology
• Ability to prioritise and work as part of a team

Experience with financial planning systems is advantageous but not essential.

Benefits

• Up to £30,000 salary + discretionary annual bonus
• Hybrid working (2-3 days in office)
• 26 days holiday + bank holidays + your birthday off
• 5% flexible benefits allowance (extra holiday, medical, dental, life cover etc.)
• Aegon pension (auto-enrolment)
• Extra Christmas leave at company discretion
• Employee Benefit Trust membership (share in future private equity exit)
• Full exam support - funded exams, materials, study day & salary increases for AF passes
• 3-month probation
• 2-month notice period

If you feel your experiences align with the above, please apply below