IFA Administrator

Are you an experienced IFA Administrator looking to join a genuinely supportive and forward-thinking financial planning firm?

This is an excellent opportunity to become part of a highly regarded independent wealth management business that truly values its people. Offering flexibility, career development, and a collaborative culture, this role would suit someone who enjoys delivering exceptional client support while being part of a professional, close-knit team.

You'll play a key role in supporting advisers and clients across the full financial planning process, helping to deliver a seamless and compliant service from start to finish.

• Hybrid working options
• Flexible working environment to support work/life balance
• Strong employee benefits package
• Supportive, collaborative team culture
• Long-term development and progression opportunities
• A business that genuinely values its staff and promotes from within

This is far more than a standard administration role, it's an opportunity to join a business with a strong reputation, ethical values, and a people-first approach.

As an IFA Administrator, you'll provide essential support to advisers while ensuring clients receive a professional and efficient experience throughout their financial planning journey.

• Preparing documentation and packs for client meetings
• Managing follow-up actions and client communications
• Acting as a key point of contact for clients and providers
• Processing new business applications and illustrations
• Liaising with providers and investment platforms
• Managing fund switches and portfolio rebalances
• Coordinating ongoing review processes
• Maintaining accurate client records and internal systems
• Supporting wider operational and administrative workflows

The successful candidate will ideally have:

• Previous experience within IFA, financial planning, or wealth management administration
• Strong understanding of financial products, platforms, and industry processes
• Excellent organisational skills and attention to detail
• The ability to manage multiple priorities effectively
• A proactive and professional approach

Most importantly, you'll take pride in delivering high-quality work and enjoy being part of a collaborative, client-focused environment.

This is a fantastic opportunity to join a respected and growing financial planning firm that places genuine emphasis on employee wellbeing, ethical values, and long-term success.