IFA Administrator

IFA Administrator - Whole of Market Wealth Firm, Newcastle

An Opportunity for an Experienced IFA Administrator Seeking More Variety and Market Exposure. A well-established, whole of market financial advice firm in Newcastle is looking to appoint an experienced IFA Administrator to support its new business focused IFA's.

Salary up to £33,000 + hybrid working 3 days in the office and 2 form home.

This role will appeal to administrators who enjoy working across multiple provider platforms, value technical variety, and want to be part of a busy, professional advice environment where no two cases look the same.

Unlike restricted models, this firm operates on a whole of market basis - offering broad product access and diverse planning solutions. For an administrator, this means greater exposure, wider platform knowledge and more interesting day-to-day work.

Responsibilities include:

• Processing new business and top-up submissions across a range of provider platforms, ensuring full compliance requirements are met
• Updating back-office systems and maintaining accurate documentation records
• Managing fund switches, purchases, sales and client payment requests
• Supporting asset migration activity, including platform transfers
• Liaising directly with providers and platforms to track and progress cases
• Booking annual review meetings and preparing client meeting packs
• Assisting Advisers in gathering documentation and information ahead of client meetings

Why This Role May Appeal

• This opportunity is particularly attractive to IFA Administrators in Newcastle who:
• Want to work within a whole of market firm rather than a restricted model
• Enjoy platform work and technical processing
• Want exposure to a wide range of providers and investment solutions
• The role offers the chance to deepen platform expertise and broaden industry exposure within a supportive and structured team.

The successful individual will have:

• Experience within the IFA / financial advice sector
• Strong experience dealing with provider platforms
• Excellent organisational and time management skills
• The ability to prioritise effectively in a busy office

The Opportunity

• This is an excellent opportunity for an experienced IFA Administrator based in Newcastle who wants to join a whole of market advice firm offering genuine variety in platform and product exposure.
• It represents a stable and long-term career move within a professional, growing financial planning environment.
• Applications are welcomed from administrators seeking their next step within a dynamic advisory practice.