An established and growing financial planning firm is seeking an experienced IFA Administrator to support their adviser team in delivering high-quality service to clients across the UK.
The Opportunity

This role will suit someone with a strong background in financial planning administration who is looking to join a progressive, client-focused firm. The successful candidate will be responsible for managing new business processing, preparing review packs, handling provider communications, and maintaining accurate client records, all while ensuring compliance with internal procedures and FCA requirements.
Key Responsibilities

Client Administration & Processing

Process new business submissions from end to end, ensuring accuracy, compliance, and timely completion

Draft and track Letters of Authority; liaise with providers to obtain product and policy information

Prepare annual review packs and portfolio reports using Intelliflo Office

Generate and issue invoices as required

Maintain detailed client records and workflows across platforms

Operational Administration

Carry out a range of back-office administrative tasks in line with defined business processes

Handle post, manage correspondence, and ensure accurate document storage in line with GDPR

Support advisers with day-to-day admin and operational tasks

Identify and suggest improvements to workflows and service delivery

Team & Business Support

Provide cover and collaborate with team members to ensure smooth daily operations

Support with internal audits, compliance reviews, and business projects

Contribute to a positive, high-performing team environment
Candidate Profile

Previous administration experience within financial services or another regulated environment is preferred

Familiarity with Intelliflo Office or similar back-office systems is desirable

Strong organisational and time-management skills with the ability to meet multiple deadlines

Exceptional attention to detail and accuracy

Clear and professional communication skills, both written and verbal

Proficient in Microsoft Office and confident in learning new systems

A proactive, helpful, and solutions-focused approach to work

Knowledge of FCA expectations and data protection requirements
Additional Desirable Experience

Experience with Dynamic Planner, Genovo, cashflow tools, or platform providers

Previous involvement in supporting financial advisers or paraplanners
Salary & Benefits

£30,000 – £35,000 depending on experience

Supportive and collaborative team environment

Opportunities for further development and training

Modern systems and streamlined workflows

Flexible working arrangements available depending on location