Advisor Support Administrator – IFA

About the role

The Advisor Support Administrator provides essential administrative assistance to financial advisers and paraplanners within a fast‑growing wealth management firm. You will ensure client documentation is accurate, compliant and processed efficiently, supporting the delivery of high‑quality client service.

Key responsibilities

• Prepare and process client documentation with a focus on accuracy and regulatory compliance.
• Maintain client records in the back‑office system (Plannr) and keep data up to date.
• Produce reports, valuations and review packs for advisers and clients.
• Liaise with clients, external providers and internal teams to resolve queries and facilitate smooth operations.
• Assist with the overall running of adviser support functions, ensuring timely delivery of service.

Required profile

• Previous experience in IFA or financial planning administration (essential).
• Strong knowledge of wealth‑management products and processes.
• High level of accuracy and attention to detail.
• Excellent organisational and time‑management abilities.
• Confident communicator able to work independently and as part of a team.

Required skills

• Proficient IT skills.
• Experience with back‑office systems – Plannr desirable.

What we offer

• Competitive salary.
• 5% employer pension contribution plus NI repayment.
• 10× salary death‑in‑service cover.
• Private medical insurance and cash plan.
• 25 days holiday plus birthday off, Christmas shutdown and discretionary days.
• 9‑day working fortnight.
• One‑month paid sabbatical after five years’ service.
• Company‑funded exam support for one qualification.