Our client, a well-established, Chartered, and independently owned wealth planning firm with offices across Kent, is seeking to appoint an experienced IFA Administrator to support its continued growth.

With substantial assets under management, the firm has built a strong reputation for delivering high-quality, long-term advice. Many client relationships have been maintained for over 20 years, reflecting a genuine commitment to continuity and client care. The client base is broad and includes HNW individuals, retirees, accumulators, families, and business owners.

The firm delivers holistic, whole-of-market advice across pensions, investments, tax planning, retirement planning, and cashflow modelling. Its Chartered status and multiple industry awards highlight a consistent focus on technical excellence and professionalism.

The Opportunity

This role is well suited to an organised and detail-focused IFA Administrator who is looking to build a long-term career within financial planning support. You will play a key role in supporting advisers and paraplanners, helping to ensure a smooth and efficient client experience across the full advice process.

You will be part of a well-structured and collaborative team, with strong paraplanning and administrative support in place. The business also encourages ongoing development and provides exposure to all areas of the financial planning process.

Responsibilities

• Provide administrative support to advisers and paraplanners across the full client journey

• Process new business applications, including pensions, investments, and protection cases

• Maintain accurate and up-to-date client records on CRM systems

• Prepare client meeting packs, valuations, and review documentation

• Liaise with providers and third parties to track progress of applications and queries

• Support with client onboarding and ongoing servicing tasks

• Assist with scheduling client meetings and managing adviser diaries

• Ensure all processes are completed in line with compliance and internal standards

About You

• Previous experience as an IFA Administrator or financial services support role

• Strong organisational skills with excellent attention to detail

• Confident communicator with the ability to liaise with advisers, providers, and clients

• Familiar with financial planning processes and CRM systems

• Proactive, reliable, and keen to develop within a professional environment

What’s on Offer

• Salary to £47,000 depending on experience

• Bonus scheme

• Company pension

• Death in Service

• Income Protection

• Medical Cash Plan

• 25 days holiday plus bank holidays

• Hybrid working

This is a great opportunity for an IFA Administrator to join a highly regarded and growing firm where you can develop your skills, gain exposure across the full advice process, and build a long-term career within financial planning.

If this role is of interest, please send your CV to Harry at Financial Divisions