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IFA Administrator – Hybrid Working – Established Wealth Management Firm
Hybrid Working: 3 Days in Office / 2 Days from Home
A highly regarded Wealth Management firm based in [Location] is seeking an experienced IFA Administrator to join its growing team. This is an excellent opportunity for a professional with a background in Financial Planning administration to become an integral part of a supportive and forward-thinking business.
Salary £28,000 - £35,000
The successful candidate will provide high-quality administrative support to Financial Advisers and Paraplanners, ensuring clients receive exceptional service across all aspects of their financial planning journey.
Key Benefits of the Role:
- Join an established and ambitious Wealth Management firm with an excellent industry reputation
- Hybrid working pattern – 3 days based in the office and 2 days working from home
- Full funding and support for industry qualifications, including the CII Level 4 Diploma
- Genuine opportunities for career progression into Paraplanning, or Financial Advice
- Funded qualifications and study support
- Generous holiday allowance (with increases based on length of service) shut down for Christmas
- Hybrid working (3 days in-office / 2 days from home)
- Regular social events and a positive, inclusive team culture
Responsibilities:
- The IFA Administrator will play a key role in supporting the delivery of comprehensive financial advice by:
- Processing new business applications for pensions, investments, and protection products
- Preparing and managing client documentation, reports, and annual review packs
- Maintaining accurate client records through CRM systems (such as Intelligent Office)
- Liaising with clients and product providers to ensure smooth and timely processing of cases
- Supporting compliance processes to meet FCA regulations and internal standards
Candidate Requirements:
- Previous experience as an IFA Administrator or within Financial Services administration (essential)
- Knowledge of pensions, investments, and financial planning processes
- Strong attention to detail and accuracy
- Excellent communication skills, both written and verbal
- Highly organised with the ability to manage workloads and meet deadlines
About the Company:
This established Wealth Management firm is known for its commitment to delivering personalised financial advice and outstanding client service. With a people-first approach, the business offers a supportive working environment and is dedicated to the professional development and wellbeing of its team.
