IFA Administrator/Wealth Planning Administrator
Location: Billericay / East Anglia (Hybrid: 2 days WFH after probation)
Salary: £27,000 – £35,000 (depending on experience)
About the company
Our client is a forward-thinking, people-first wealth planning group founded in 2019 with the ambition to deliver next-generation financial planning.
They are driven by strong values including authenticity, warm heartedness and integrity, and they genuinely care about both their clients and their team.
This regional hub supports over 2,000 clients through a team of 14 Independent Financial Planners, providing truly holistic advice and long-term relationships.
They are also passionate about giving back, raising significant funds for:
*Local community projects
*Financial education initiatives
*Local nature and environmental causes
This is a firm with heart, purpose and a supportive culture where every team member is valued.
The role
Based in their Billericay office - one of their smaller high street location hubs, currently with two Advisers and a Client services Administrator and now looking to add a new Client Service Administrator to the team
*As an IFA Administrator, you will be part of the Support Hub, working in a pod-style team directly alongside an Adviser and a dedicated Paraplanner. - The paraplanner will be based in the main Colchester Hub, and so someone who is used to liaising remotely with a paraplanner is a bonus but not essential.
*You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients.
*This is a collaborative, involved position with variety and responsibility.


Details
*£27,000 – £35,000 salary (depending on experience)
*25 days holiday + option to buy 5 more
*2 days WFH after probation
*Full support with exams
*1 paid community involvement day per year
*Pod structure – work closely with an adviser and a paraplanner
*Supportive, friendly culture with genuine values
*Be part of a business that truly gives back and makes a difference
The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to paraplanning.
Key responsibilities
*Prepare client meeting packs and documentation
*Process new business applications and follow up with providers
*Maintain and update client records in back-office systems
*Manage annual review administration
*Draft and send client correspondence and updates
*Liaise with product providers for policy information
*Ensure compliance requirements are met
*Support advisers and paraplanner to deliver a seamless client journey
What you’ll bring
*Experience in IFA / Wealth Management Administration
*Strong organisational skills and attention to detail
*Confident communicator (written & verbal)
*Ability to manage your own workload
*Team player who enjoys working closely with others
If this role and company align with what you are looking for, please apply!