IFA Administrator

Are 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 Role As 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 You The 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.

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