A well-established and growing wealth management firm is looking to appoint a Senior IFA Administrator to support its continued expansion.
This is an excellent opportunity for an experienced IFA Administrator who wants to step into a more senior role within a structured, supportive environment, with clear progression into paraplanning over time.
The business has a strong reputation for developing staff internally, offering long-term career paths and exposure to more technical work as you progress.
The Role
You will provide high-quality administrative support to Financial Planners, working across the full advice process and ensuring a smooth client journey from start to finish.
Responsibilities will include:
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Supporting advisers with new business submissions and client servicing
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Preparing documentation for client meetings and reviews
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Managing platforms and provider interactions
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Processing fund switches, withdrawals and policy updates
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Maintaining accurate records on back-office systems
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Liaising with clients, providers and internal teams
What We’re Looking For
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Minimum 2 years’ experience working within an IFA firm
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Strong understanding of financial planning processes and administration
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Ability to work independently and manage workloads effectively
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High attention to detail and organisational skills
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Comfortable working in a fast-paced, team-oriented environment
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Ideally working towards or interested in starting professional exams
What’s on Offer
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Salary up to £38,000 depending on experience
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Clear progression pathway into paraplanning
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Support with professional qualifications and development
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Structured onboarding and training
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Hybrid working following initial training period
This is a great opportunity to join a firm that genuinely invests in its people and provides a clear route for long-term career growth within financial planning.
If you are an experienced IFA Administrator looking for your next step, apply now or get in touch for more information.