IFA Administrator

About the role

This is a fantastic opportunity for an experienced IFA Administrator to join a professional, supportive and high‑performing advice team. Working closely with Financial Planners and Paraplanners, you will ensure clients receive a smooth, efficient and professional financial planning experience.

Key responsibilities

• Manage client correspondence and maintain strong client relationships.
• Process new business applications across pensions, investments and protection.
• Prepare client review packs and meeting documentation.
• Arrange client meetings and manage financial planner diaries.
• Request provider illustrations and product information.
• Maintain accurate, well‑presented and compliant client records on internal systems.
• Handle client enquiries, provider communication and requests.
• Provide general back‑office and operational support using Intelligent Office (IO).
• Ensure all administration is carried out in line with internal procedures and regulatory standards.

Required profile

• Previous experience within IFA/Financial Planning administration.
• Strong organisational skills and exceptional attention to detail.
• Excellent communication and client service skills.
• Ability to manage multiple priorities in a busy team environment.
• Confidence using Microsoft Office and financial planning systems.

Required skills

• Intelligent Office (IO)
• Microsoft Office

What we offer

• 25 days holiday plus bank holidays.
• Your birthday off.
• Annual salary reviews.
• Staff recognition and awards programmes.
• Study support for professional industry qualifications.
• Adviser Academy – comprehensive in‑house training programme.
• Clear career progression opportunities.
• Hybrid and flexible working arrangements.
• Additional holiday purchase scheme.
• Life assurance, company pension and corporate eye‑care cover.