Full job descriptionAre you an experienced IFA Administrator looking to join a genuinely supportive and forward-thinking financial planning firm?
This is an excellent opportunity to become part of a highly regarded independent wealth management business that truly values its people. Offering flexibility, career development, and a collaborative culture, this role would suit someone who enjoys delivering exceptional client support while being part of a professional, close-knit team.
You’ll play a key role in supporting advisers and clients across the full financial planning process, helping to deliver a seamless and compliant service from start to finish.
What’s on Offer*Hybrid working options
*Flexible working environment to support work/life balance
*Strong employee benefits package
*Supportive, collaborative team culture
*Long-term development and progression opportunities
*A business that genuinely values its staff and promotes from within
This is far more than a standard administration role, it’s an opportunity to join a business with a strong reputation, ethical values, and a people-first approach.
The RoleAs an IFA Administrator, you’ll provide essential support to advisers while ensuring clients receive a professional and efficient experience throughout their financial planning journey.
Key Responsibilities*Preparing documentation and packs for client meetings
*Managing follow-up actions and client communications
*Acting as a key point of contact for clients and providers
*Processing new business applications and illustrations
*Liaising with providers and investment platforms
*Managing fund switches and portfolio rebalances
*Coordinating ongoing review processes
*Maintaining accurate client records and internal systems
*Supporting wider operational and administrative workflows
About YouThe successful candidate will ideally have:
*Previous experience within IFA, financial planning, or wealth management administration
*Strong understanding of financial products, platforms, and industry processes
*Excellent organisational skills and attention to detail
*The ability to manage multiple priorities effectively
*A proactive and professional approach
Most importantly, you’ll take pride in delivering high-quality work and enjoy being part of a collaborative, client-focused environment.
This is a fantastic opportunity to join a respected and growing financial planning firm that places genuine emphasis on employee wellbeing, ethical values, and long-term success.