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IFA Administrator

Posted: 14/04/26
Recruiter:Ellis James Partners Ltd
Reference:3097975714
Type:Permanent
Salary:£27,000 - £33,000 Annual
Location:Curbridge, Oxfordshire
Description: Adviser Support / Technical Administrator
Financial Planning (SJP)
Witney - Oxfordshire
£27,000 - £33,000 + Bonus

Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes.

This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression.

The Opportunity
You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion.
It's a role that combines:
  • Technical accuracy
  • Proactive case management
  • Consistent, high-quality client communication

You'll be part of a team that values doing things properly, with the systems and structure in place to support that.

What You'll Be Doing
  • Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes
  • Handling Letters of Authority, provider requests, and documentation from start to finish
  • Keeping Salesforce fully up to date with client information, meeting notes, and case progress
  • Supporting the adviser with meeting preparation and follow-up
  • Acting as a key point of contact for clients, maintaining a professional and responsive service
  • Working closely with paraplanners and the wider team to ensure smooth case progression

What They're Looking For
  • Experience within financial services (IFA / wealth management / SJP environment ideal)
  • Strong attention to detail and organisational skills
  • Comfortable managing multiple cases at different stages
  • Confident communicator, both written and verbal
  • Someone proactive, reliable, and keen to develop

Why This Role Stands Out
  • Supportive, well-run practice with clear structure
  • Close adviser relationship (not a "processing factory" role)
  • Genuine focus on development and progression
  • Exposure to the full client journey
  • Bonus structure in place

If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.

Recruiting now

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