Be the Backbone of a Leading Wealth Management Practice – IFA Administrator Opportunity
A highly regarded and growing wealth management firm is seeking an experienced IFA Administrator to join their supportive and client-focused team. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to deepen their expertise, enjoy a well-rounded benefits package, and grow their career in either Paraplanning or Financial Advice.
Salary: Up to £38,000 depending on experience
Why Join This Firm?
The successful candidate will become an integral part of a collaborative, professional environment where client service comes first and career development is genuinely supported. The firm prides itself on nurturing its people and offers a clear progression pathway tailored to individual goals — whether that’s becoming a qualified paraplanner or transitioning into a client-facing advice role.
Benefits:
- Holidays: 25 days annual leave + bank holidays, plus a Christmas shutdown
- Study Support: Full funding and support for CII or LIBF qualifications
Additional Benefits:
- Private medical insurance
- Death in service benefit
- Company pension scheme
- Regular team social events
- Clear progression routes into Paraplanning or Financial Advice
Key Responsibilities:
- Supporting Financial Planners in the preparation of client meeting packs, valuations, and documentation
- Submitting and tracking new business applications across pensions, investments, and protection products
- Maintaining accurate and up-to-date client records via the firm’s back-office system
- Communicating with product providers and clients to gather information and resolve queries
- Ensuring compliance with FCA regulations and internal policies
- Assisting in the production of reports and documentation required for annual reviews or suitability reports
Candidate Requirements:
- Previous experience in an IFA or Wealth Management environment is essential
- Strong understanding of financial products including pensions, ISAs, investment bonds, and protection
- High level of accuracy and attention to detail
- Excellent communication skills, both written and verbal
- Experience using CRM/back-office systems such as Intelligent Office, Xplan, or similar (preferred)
- Progress toward CII or LIBF qualifications is desirable but not essential
Looking for Long-Term Career Growth?
This is an ideal role for someone who wants to build a long-term career in financial planning. Whether the goal is to become a Paraplanner or transition into a Financial Adviser role, full support and mentorship are offered along the way.
Interested applicants are encouraged to apply now and take the next step in a rewarding, client-centric career.