Full job descriptionAre you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genuinely supported and your work makes a real impact? This is an outstanding opportunity to join a close-knit, professional team with an exceptional reputation for quality, integrity and client care.
The Opportunity
You’ll join a well-structured, friendly and collaborative firm where administrators are truly valued. Working alongside paraplanners and advisers, you’ll play a key role in delivering a seamless client experience and supporting the advice process from start to finish.
This is an ideal role for someone who enjoys being organised, proactive and client-focused — and who wants to grow within a firm that invests in its people.
Key Responsibilities
*Provide high-quality administrative support to advisers and paraplanners
*Prepare client packs, valuations and documentation ahead of meetings
*Process new business, top-ups, withdrawals and transfers
*Liaise with providers to obtain policy information and track cases
*Maintain accurate client records on the CRM
*Assist with annual reviews and ongoing servicing requirements
*Support compliance processes and ensure files meet FCA standards
*Contribute to the smooth running of the office and wider client journey
About You
We’re looking for someone who brings:
*2+ years’ experience in an IFA/wealth management administration role
*Strong understanding of pensions, investments and protection products
*Excellent attention to detail and a methodical approach
*Confident communication skills and a professional manner
*Strong IT skills (Word, Excel, CRM systems)
*A positive, proactive attitude and a genuine team spirit
*Progress toward industry exams (desirable, not essential)
Why Join This Firm?
This is a firm where people stay — because they’re supported, appreciated and given room to grow. Benefits include:
*Hybrid working
*Support with exams and professional development
*Clear progression pathways
*A collaborative, down-to-earth team culture
*The stability and prestige of a Chartered, independent practice
If you’re an experienced IFA Administrator looking for a role where you can thrive, develop and be part of a genuinely high-quality firm, this is the perfect next step.
Please send your CV to Ursula at Financial Divisions