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IFA Administrator – Support a Thriving Wealth Management Firm
Are you an experienced IFA Administrator looking for a dynamic role within a forward-thinking Wealth Management firm? This is an exciting opportunity to join a reputable, client-focused business where your expertise will be valued, and your career can flourish.
Salary up to £30,000
Why Join Us?
We offer a fantastic benefits package designed to reward and support you:
Annual Company Bonus – Based on performance, with typical payouts of 6-8% of salary.
Smart Pension Scheme – After three months, we contribute an extra 6% of your salary.
Private Medical Insurance – Access to corporate rates for comprehensive healthcare.
Life Assurance – Cover worth four times your basic salary from day one.
Exam Support & Bonuses – Full funding for qualifications, study leave, and cash rewards for passing exams.
On-Site Parking
Your Role
As an IFA Administrator, you’ll be a key part of the team, supporting Financial Advisers in delivering outstanding service to clients. Your responsibilities will include:
Processing new business applications and maintaining accurate client records.
Preparing reports, valuations, and client review packs.
Liaising with providers, clients, and advisers to ensure smooth workflow.
Managing administrative tasks related to pensions, investments, and protection products.
Ensuring compliance with FCA regulations and internal procedures.
What We’re Looking For
Previous experience in an IFA, Wealth Management, or Financial Planning firm.
Strong knowledge of financial products, platforms, and regulatory requirements.
Excellent organisational skills and keen attention to detail.
A proactive and professional attitude with strong communication skills.
Experience using platforms like Intelligent Office, Xplan, or similar (desirable).
If you’re an IFA Administrator ready to take the next step in your career, we’d love to hear from you!
