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This job expired on 30/09/2026. It no longer accepts applications.
IFA Support Administrator – Hybrid (3 office/2 home)
Reed · Farnham
Job description
About the role
A leading financial planning and investment management firm is looking for an IFA Support Administrator to assist advisers and paraplanners while delivering an exceptional client experience.
Key responsibilities
- Onboard new clients and support existing relationships.
- Process administrative tasks accurately and efficiently.
- Communicate with clients via phone and email.
- Build strong relationships with advisers, paraplanners, and colleagues.
- Contribute to team projects and continuous‑improvement initiatives.
Required profile
- Experience in financial planning, wealth management or financial services.
- Knowledge of ISAs, GIAs, pensions and bonds.
- CRM experience.
- Strong organisational and communication skills.
- Customer‑focused, proactive approach.
- CII/R0 qualifications (or working towards them) desirable.
Required skills
- CRM
What we offer
- 25 days holiday plus bank holidays.
- Pension scheme, life assurance and income protection.
- Flexible benefits platform.
- Excellent career development opportunities in a collaborative, flexible culture.
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Reed
Farnham
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