Full job descriptionIFA Administrator

Office-based | Free On-Site Parking
£30,000 – £35,000 DOE
Monday–Friday | 9:00am–5:00pm


An established and growing Independent Financial Adviser is looking to appoint an experienced IFA Administrator to join their close-knit support team during an exciting period of growth.
This is a hands-on, office-based role suited to someone who can hit the ground running and take ownership of core IFA administration, supporting both advisers and clients as the business scales.


The Opportunity*Well-established IFA business with strong organic growth
*AUM has grown by more than double in last 5 years, with further organic growth planned
*Upcoming partnership with a major IFA business planned, bringing long-term stability, training and progression
*Supportive environment with clear development routes, including adviser progression for those interested


The RoleYou’ll play a key role in the day-to-day running of the advice process, carrying out much of the operational and administrative duties as the firm grows.
Key responsibilities include:
*Processing transfers, contributions and withdrawals
*Preparing basic annual review reports
*Producing fund switch reports
*General IFA administration and phone cover
*Liaising with providers and platforms
*Supporting advisers with ongoing client servicing
*Maintaining accurate records and ensuring compliance standards are met
More basic admin tasks (post, data input, questionnaires) are moving to a centralised team, allowing this role to focus on core IFA administration.
Systems & PlatformsExperience with the following is highly desirable:
*Transact
*Aviva
*Fidelity
*Aberdeen Wrap
Training will be provided on the partnering company’s integrated back-office systems ahead of the September go-live.
What We’re Looking For*2+ years’ experience in an IFA Administrator or Client Support role
*Confident handling transactional IFA work with minimal supervision
*Strong organisational skills and attention to detail
*Comfortable working in a fast-paced, growing environment
*Proactive, reliable and team-focused
Qualifications:
*Level 4 / part-qualified is a bonus, but not essential
Working Pattern*Fully office-based
*Occasional ad-hoc WFH may be possible for appointments/childcare
*Potential for more flexibility in the future as the business and partnership develop
Salary & Benefits*£30,000 – £35,000 depending on experience
*Discretionary Christmas bonus
*Two-week paid Christmas shutdown (no holiday required)
*Free on-site parking
*Funded training and exams via partnering company’s Academy post-September
Start Date*Ideally July–August, to align with training and team changes
Apply NowIf you’re an experienced IFA Administrator looking for stability, progression and the chance to be part of a growing business, we’d love to hear from you.
Apply today for a confidential discussion.