Full job descriptionIFA Administrator / Wealth Planning Administrator
Location: Earley (Office Based)
Salary: Up to £35,000 (depending on experience)
The Opportunity
Are you an experienced IFA Administrator looking to join a genuinely supportive, close-knit financial planning practice where your contribution is recognised and valued?
Would you enjoy working in a collaborative environment where you’ll support advisers across a wide variety of financial planning cases, continue developing your technical knowledge, and have a genuine long-term career path?
If so, this could be an excellent opportunity.
About the Company
We’re working with a highly respected Chartered Independent Financial Planning firm based in Earley. With a team of around 15 employees, they have built an outstanding reputation for delivering truly holistic financial planning and exceptional client care.
The culture is one of the biggest attractions. The team is friendly, collaborative and supportive, with excellent staff retention and a genuine focus on helping every employee develop. We’ve placed into businesses like this before and know how much of a difference it makes when you’re surrounded by experienced people who enjoy working together.
This is a company that believes in investing in its people. They have an excellent track record of developing administrators into paraplanners and beyond, with full exam support available through to Chartered status for those who wish to continue progressing.
The Role
Working as part of the administration team, you’ll provide dedicated support to the firm’s Financial Planners across the full client journey.
This is a varied position, combining traditional wealth planning administration with client servicing responsibilities and increasingly technical work, making it ideal for someone who enjoys developing their knowledge and taking ownership of cases.
Key responsibilities include:
*Supporting Financial Planners with day-to-day client administration.
*Preparing client documentation and meeting packs.
*Processing new business across pensions, investments and protection.
*Managing annual review administration and ongoing servicing work.
*Liaising with providers and clients to progress cases efficiently.
*Maintaining accurate client records and back-office systems.
*Assisting with more technical administrative tasks and developing report writing skills over time.
*Working closely with advisers and paraplanners to deliver an exceptional client experience.
What We’re Looking For
*Previous experience within IFA or Wealth Planning Administration.
*Strong organisational skills and excellent attention to detail.
*A proactive approach and willingness to take ownership of your workload.
*Someone who enjoys working as part of a collaborative team.
*A genuine interest in continuing to build technical knowledge within financial planning.
What’s on Offer
*Salary up to £35,000 depending on experience.
*6% employer pension contribution.
*25 days holiday plus bank holidays.
*Death in Service benefit.
*Performance-related bonus scheme.
*Full exam support towards the Diploma in Financial Planning.
*Ongoing support through to Chartered status if desired.
*A clear internal progression pathway into Paraplanning, with a business that genuinely prefers to develop its own people.
*A collaborative, friendly and supportive team with excellent staff retention.
This is a fantastic opportunity for an IFA Administrator who wants to become a valued member of a boutique Chartered firm, continue building their technical expertise and establish a long-term career within financial planning. If that sounds like the kind of environment you’re looking for, we’d love to hear from you.