An established and growing financial planning firm is seeking an experienced IFA Administrator to support their adviser team in delivering high-quality service to clients across the UK.
The Opportunity
This role will suit someone with a strong background in financial planning administration who is looking to join a progressive, client-focused firm. The successful candidate will be responsible for managing new business processing, preparing review packs, handling provider communications, and maintaining accurate client records, all while ensuring compliance with internal procedures and FCA requirements.
Key Responsibilities
Client Administration & Processing
Process new business submissions from end to end, ensuring accuracy, compliance, and timely completion
Draft and track Letters of Authority; liaise with providers to obtain product and policy information
Prepare annual review packs and portfolio reports using Intelliflo Office
Generate and issue invoices as required
Maintain detailed client records and workflows across platforms
Operational Administration
Carry out a range of back-office administrative tasks in line with defined business processes
Handle post, manage correspondence, and ensure accurate document storage in line with GDPR
Support advisers with day-to-day admin and operational tasks
Identify and suggest improvements to workflows and service delivery
Team & Business Support
Provide cover and collaborate with team members to ensure smooth daily operations
Support with internal audits, compliance reviews, and business projects
Contribute to a positive, high-performing team environment
Candidate Profile
Previous administration experience within financial services or another regulated environment is preferred
Familiarity with Intelliflo Office or similar back-office systems is desirable
Strong organisational and time-management skills with the ability to meet multiple deadlines
Exceptional attention to detail and accuracy
Clear and professional communication skills, both written and verbal
Proficient in Microsoft Office and confident in learning new systems
A proactive, helpful, and solutions-focused approach to work
Knowledge of FCA expectations and data protection requirements
Additional Desirable Experience
Experience with Dynamic Planner, Genovo, cashflow tools, or platform providers
Previous involvement in supporting financial advisers or paraplanners
Salary & Benefits
£30,000 – £35,000 depending on experience
Supportive and collaborative team environment
Opportunities for further development and training
Modern systems and streamlined workflows
Flexible working arrangements available depending on location