Job Title: Technical Administrator – IFA Support | Financial Services | Office-Based
Company Overview
Our client is a highly reputable and well-established Independent Financial Advisory (IFA) firm, known for delivering expert financial planning and wealth management services to a loyal client base. With a focus on integrity, compliance, and exceptional client service, they are now looking to appoint a Technical Administrator to support one of their experienced Advisers.
This is a permanent, desk-based role based in-office, offering long-term stability, a collaborative working environment, and exposure to high-quality financial planning processes.
Responsibilities
The successful candidate will play a pivotal role in the smooth delivery of the financial advice process, ensuring both clients and advisers are supported at every stage. Responsibilities include:
-
Handling Letter of Authority (LOA) administration and tracking
-
Preparing client appointment packs and supporting documentation
-
Conducting investment valuations and portfolio analysis
-
Liaising with providers for fund switches, policy updates, and client queries
-
Preparing inputs for cashflow modelling and suitability reports
-
Managing attitude to risk questionnaires and producing related documentation
-
Diary management for the assigned Adviser and appointment scheduling
-
Client communication by phone, email, and post
-
Producing fund switch and no-action letters in line with compliance standards
-
Processing new business applications and liaising with providers through to completion
-
Assisting with death claims and handling sensitive client interactions with empathy
-
Ensuring all administrative processes are compliant with FCA, AML, TCF, and internal standards
-
Participating in departmental training and meetings
Requirements
Essential Experience
-
Minimum 5 years’ experience in administration, with at least 2 years in Financial Services
-
Background within an IFA, Wealth Management, or Financial Planning environment is highly desirable
Technical Skills
-
Proficient in Microsoft Word, Excel, and Outlook
-
Confident in learning and using back-office systems such as Xplan or Curo
-
Awareness of FCA regulatory frameworks and financial compliance practices
Personal Attributes
-
Strong organisational and time-management skills
-
Accurate data entry and attention to detail
-
Professional, friendly phone manner and excellent written communication
-
Proactive and self-motivated, with the ability to work independently
-
A team player who contributes ideas and supports colleagues
-
Adaptable to evolving business systems and processes
-
Comfortable handling sensitive situations, particularly relating to death claims
Benefits
-
Competitive salary (based on experience and market rate)
-
Full-time, permanent contract with clear career progression opportunities
-
In-house training and professional development support
-
Exposure to a wide range of technical financial planning activities
-
Supportive team culture within a compliant and stable firm
-
No weekend or evening work – Monday to Friday role
Location & Work Type
Office-based – Full-time
Monday to Friday
The role is 100% office-based and ideal for someone who values structure, teamwork, and hands-on collaboration with advisers. Remote or hybrid working is not offered.
How to Apply
This position is being advertised on behalf of our client by [Your Company Name], a specialist recruiter in Financial Services and Wealth Management.
If you're an experienced Financial Services Administrator seeking a long-term, desk-based role within a highly professional firm, click Apply Now to submit your CV. All applications will be handled with strict confidentiality.