IFA Administrator - Hybrid Working

We are currently recruiting on behalf of a highly successful, independent financial planning firm that is looking to appoint an IFA Administrator to join their growing team.

This is an excellent opportunity to join a well-established and ambitious business that currently manages approximately £300M in assets under management and has clear plans for continued growth through organic expansion. The firm has a proven track record of developing its staff, with a structured and well-supported progression pathway in place.

Notably, individuals within the business have successfully progressed from administration into paraplanning and ultimately into advisory positions, demonstrating the genuine long-term career opportunities available.

The Opportunity

As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth day-to-day running of the client support function. You will work closely with advisers, paraplanners, and the wider team to deliver a high-quality, efficient service to clients.

You will be joining a collaborative and growing team, where you will be supported in developing your skills and progressing your career over time.

Key Responsibilities

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• Providing full administrative support to Financial Advisers
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• Preparing documentation for client meetings and reviews
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• Processing new business and servicing requests
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• Managing client correspondence and liaising with providers
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• Maintaining accurate client records and back-office systems
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• Tracking and progressing cases through to completion
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• Ensuring all work is completed in line with compliance requirements
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About You

We are looking for an organised and proactive individual with experience within financial planning or wealth management administration, who is keen to develop their career within a progressive firm.

You will ideally have:

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• Previous experience in an IFA or financial planning administration role
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• A good understanding of financial products, including pensions and investments
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• Strong organisational skills and attention to detail
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• Excellent communication skills, both written and verbal
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• The ability to manage multiple tasks and work to deadlines
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• A positive, motivated, and team-oriented approach
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What’s on Offer

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• Basic salary up to £30,000
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• Discretionary bonus
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• Hybrid working
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• Supportive and collaborative team environment
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• Structured training and development pathway
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• Proven progression opportunities into paraplanning and advisory roles
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This is a fantastic opportunity to join a thriving independent firm that not only offers a strong and stable environment but also genuinely invests in the long-term development of its people.