We’re working with a highly regarded financial planning firm that prides itself on delivering advice centred around people, not products. This IFA Administrator position plays a key role in supporting that philosophy and ensuring clients receive a seamless, high-quality experience.
The firm focuses on helping clients gain clarity and confidence around their financial future, offering holistic planning, wealth management and lifestyle modelling. Their approach is built on understanding clients’ goals and shaping advice around real lives, rather than simply managing investments.
With an excellent reputation for long-term client relationships and service standards, this is a great opportunity to join a business that genuinely values doing financial planning properly.
The Role
As an IFA Administrator, you’ll be a central part of the advice process, working closely with Financial Planners while also acting as a key contact for clients.
This is a position where organisation, accuracy and follow-through are essential. You’ll ensure that recommendations discussed in meetings are carried through efficiently and correctly.
Key Responsibilities
*Preparing client review documentation and maintaining accurate CRM records
*Managing Letters of Authority (LOAs), liaising with providers, and tracking progress
*Processing new business across pensions, investments, and protection cases
*Supporting planners with lifestyle modelling outputs and implementation
*Responding to client queries in a professional manner
As an IFA Administrator, you’ll play a vital role in turning financial plans into well-executed outcomes for clients.
About You
You’ll ideally have:
*Previous experience within a financial planning or wealth management support role
*Excellent organisational skills and a strong eye for detail
*A proactive approach with the ability to take ownership of tasks
*Confidence communicating with both clients and external providers
What’s on Offer
*Salary to £40,000
*Bonus (circa 10%)
*Generous employer pension contribution
*Private Medical Insurance
*Income Protection & Life Cover
*Wellbeing Allowance
*25 days holiday + bank holidays
*Option to purchase up to 5 additional days of holiday
*Paid volunteering days
*Hybrid working arrangement
*Full study support towards industry qualifications
If you’re an IFA Administrator looking to join a firm that prioritises quality advice and long-term client outcomes, this is an excellent opportunity to be part of a supportive and forward-thinking team.


If this is of interest, please send your CV to Harry at Financial Divisions