Job Details

Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients.

A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships.

The Role

Youandrsquo;ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience.

Key responsibilities include:

• Acting as the first point of contact for client enquiries, delivering a professional and responsive service
• Managing client and provider correspondence efficiently
• Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms
• Maintaining and updating client records using Intelligent Office (IO)
• Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters
• Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance
• Completing application forms and managing submissions through to completion
• Liaising with providers to ensure business progresses smoothly
• Supporting investment reporting and maintaining accurate systems and records

About You

• At least 2 yearsandrsquo; experience within an IFA or financial planning firm
• Strong technical knowledge across pensions, investments and protection
• Experience with Intelligent Office (IO) is advantageous
• Excellent communication skills, both written and verbal
• Organised, proactive, and confident in a fast-paced environment

Whatandrsquo;s on Offer

• Salary up to andpound;40,000 (depending on experience)
• Discretionary bonus
• Structured training programme with ongoing development support
• Exam funding and clear career progression pathways
• Comprehensive benefits package including pension, life cover, and wellbeing support
• Flexible working options (full or part-time)