IFA Administrator – Wealth Management (Full‑time)

About the role

Our client, an award‑winning Independent Financial Adviser (IFA) firm with branches across the South, is seeking an experienced IFA Administrator to join their Worthing office. You will support a successful IFA and work closely with a sales‑support team to ensure smooth day‑to‑day operations.

Key responsibilities

• Provide administrative support to the IFA, handling client documentation and correspondence.
• Maintain and update client records in compliance with regulatory standards.
• Assist the sales team with preparation of proposals, presentations and follow‑up activities.
• Coordinate meetings, appointments and travel arrangements.
• Process transactions and ensure accurate data entry into financial systems.

Required profile

• Proven experience in financial services administration or junior paraplanning.
• Strong attention to detail and ability to work under tight deadlines.
• Excellent organisational and communication skills.
• Motivation to deliver high‑quality support in a client‑focused environment.

Required skills

• Proficiency with standard office software (e.g., Microsoft Office).

What we offer

• Competitive base salary up to £34,000 per year.
• Benefits package.
• Immediate start in a supportive team.