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