Back to search
Job Description:Recruit UK are working on an excellent opportunity for an IFA Administrator in Cheltenham to join an Independent Financial Planning practice.
Are you ready to build a rewarding career in financial services? Join a family run financial advice firm that values your growth and expertise as an IFA Administrator. This role is perfect for someone who enjoys detail-oriented work and is eager to make a meaningful impact.
What’s in it for you?
- A competitive salary£25-30,000, based on experience
- Office based (no hybrid working)
- Free Parking
- Flexible hours: 9 - 5
- Will consider pt time 4 days or school hours
- Benefits: Pension, exam support
- Holidays: 21 days + BH + Christmas closure
Your Role: As an essential member of the team, you’ll provide vital administrative support to Wealth Client Executives and Financial Planners, helping them deliver exceptional service to their clients. Key responsibilities include:
- Preparing annual client review packs to ensure smooth client meetings
- Processing new business applications efficiently and accurately
- Maintaining client records and ensuring accuracy in all administrative tasks
- Liaising with clients and providers to support the firm’s financial planning activities
Your attention to detail and organisational skills will play a key part in ensuring the firm’s high service standards are maintained.
What You’ll Bring:
- Proficiency with Microsoft Office (Word, Excel, Outlook)
- IO - Intelligent office, Fidelity Advice, Dynamic planner desirable
- Strong organisational skills and attention to detail
- Excellent communication skills - both written and verbal
- Experience in financial services or with investment wrap platforms
- The ability to manage multiple tasks and meet deadlines in a busy environment
Interested? Apply Today. Recruit UK specialises in financial services recruitment. We are dedicated to finding the right role to match your career goals. If successful, we will be in touch within 7 days to discuss the next steps.
Job Title: IFA AdministratorREF: 9496Salary: £25,000 - £30,000 (dependent on experience)
