Posted 20 July, 2026
IFA Administrator
Premier Jobs UK Limited
Bath, ENG, GB
Full Time
Job Description
This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support.\n
\nAs an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly.\n
\nIn this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations.\n
\nThis IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit.\n
\nThe business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow.\n
\nIFA Administrator Requirements\n
\nIFA Administrator Benefits\n
\nLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.\n
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\nAs an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly.\n
\nIn this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations.\n
\nThis IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit.\n
\nThe business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow.\n
\nIFA Administrator Requirements\n
- \n
- Essential experience as an Administrator within a financial planning or IFA firm \n
- Strong understanding of financial planning processes and adviser workflows \n
- Confidence dealing directly with clients by phone, email and online portals \n
- Experience preparing meeting packs and processing new business \n
- Desirable exposure to financial planning software such as Curo or Dynamic Planner \n
\nIFA Administrator Benefits\n
- \n
- Salary of £28,000 to £32,000 depending on experience \n
- Comprehensive benefits package including pension, protection and healthcare benefits \n
- Hybrid working once signed off as competent \n
- 37.5 hour working week \n
- Clear career progression and tailored development plans \n
\nLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.\n
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