IFA Administrator - Hybrid Working

About the role

We are recruiting for an IFA Administrator to support a fast‑growing independent financial planning firm. Working hybrid, you will help advisers deliver high‑quality client service while gaining exposure to wealth‑management processes.

Key responsibilities

• Provide full administrative support to Financial Advisers.
• Prepare documentation for client meetings and reviews.
• Process new business and ongoing service requests.
• Manage client correspondence and liaise with external providers.
• Maintain accurate client records and back‑office systems.
• Track and progress cases through to completion, ensuring compliance.

Required profile

• Organised, proactive individual with experience in financial planning or wealth‑management administration.
• Good understanding of financial products such as pensions and investments.
• Strong attention to detail and ability to meet deadlines.
• Excellent written and verbal communication skills.
• Positive, motivated and team‑oriented attitude.

Required skills

What we offer

• Basic salary up to £30,000 per year.
• Discretionary bonus.
• Hybrid working arrangement.
• Supportive, collaborative team environment.
• Structured training and clear progression pathway into paraplanning or advisory roles.