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This job expired on 28/09/2026. It no longer accepts applications.
IFA Administrator - Hybrid Working
mbf. · Corsham
Job description
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.
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mbf.
Corsham
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