IFA Administrator – Flexible Financial Services

About the role

We are seeking an IFA Administrator to join a well‑established independent financial advisory practice. The role offers a balanced mix of office‑based work and remote days, providing exposure to client meetings and the day‑to‑day operations of a client‑focused advisory team.

Key responsibilities

• Prepare and organise client documentation for new and existing business.
• Process new business applications and liaise with external providers.
• Maintain accurate client records and update internal systems.
• Support advisers with routine administrative tasks and client servicing.
• Assist in the preparation of reports and compliance documentation as required.

Required profile

• Previous experience in an IFA or financial services administration role.
• Strong attention to detail and ability to manage multiple tasks.
• Desire for a stable work environment with a focus on work‑life balance.

Required skills

What we offer

• Salary between £33,000 and £36,000 per year.
• 33 days of holiday (including public holidays).
• Hybrid working model – 3 days in the office, 2 days remote.
• Flexible working hours.
• Funded professional qualifications and structured development plans.
• Opportunities for progression within a supportive team.