IFA Administrator – Join a Thriving Wealth Management Firm | Career Growth + Hybrid Working
Location: Cheltenham – Remote, 37.5 hours a week
Salary: £28,000 – £33,000
Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish.
Whether you’re an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported.
Responsibilities
- As an IFA Administrator, you’ll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service.
- Prepare and process new business applications across pensions, investments, protection, and platforms
- Maintain accurate client records on CRM systems
- Liaise with product providers for valuations, policy information, and ongoing servicing
- Generate client reports, illustrations, and letters using provider tools and templates
- Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements
- Handle day-to-day client communications in a professional and proactive manner
Requirements
- We’re looking for a highly organised and detail-oriented individual who thrives in a fast-paced financial planning environment.
- Previous experience in an IFA, Wealth Management or Financial Planning firm
- Solid understanding of financial products including pensions, ISAs, bonds, and protection
- Familiarity with industry platforms and provider portals
- Confident using back-office systems
- Excellent communication and interpersonal skills
- Strong administrative, organisational and time management abilities.