IFA Administrator - Financial Planning

About the role

We are seeking a proactive IFA Administrator to support our Senior Wealth Manager and Paraplanner in delivering holistic financial planning services to high‑net‑worth clients. The role combines client‑facing support with comprehensive administration across investment, pension, tax and protection planning.

Key responsibilities

• Serve as the first point of contact for client queries and liaise with product providers.
• Manage new business processing and maintain accurate administration and review processes.
• Provide holistic support to senior wealth professionals, ensuring high‑quality service to internal and external parties.
• Coordinate documentation and reporting for investment, pension, tax and protection planning.
• Assist in the development and continuous improvement of service delivery.

Required profile

• In‑depth knowledge of the financial planning process, preferably gained within an IFA practice.
• Experience in sales support or administration within wealth management.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team, managing a varied workload.
• Progress towards professional qualifications is preferred.

Required skills

• IT literacy (proficient with standard office software).

What we offer

• A generous basic salary package (£38,000‑£42,000 per year).
• Support for professional development and career progression.
• Opportunity to work in a forward‑thinking, innovative firm serving HNW clients.