IFA Administrator

Location: Maidenhead (walking distance from the station and with free on site parking)

Type: Full-time, office-based (with up to 2 days from home after probation)

Salary: £30,000 - £40000 depending on experience.

The opportunity

We’re working with a boutique, growing IFA practice based in brand-new modern offices in Maidenhead. The original wealth planning business has exceptional staff retention, and prides itself on being a detail orientated, client focused holistic financial planning company. Due to their recent link to with an accountancy practice, they are now looking to hire another administrator into the business.

This role is ideal for someone who enjoys a mix of client contact, technical administration, and team collaboration—with the added bonus of a clear progression route into paraplanning.

Progression & development

One of the standout features of this role is the structured progression pathway into paraplanning, and the clients genuine enthusiasm for helping people to develop if they wish to. Our client has an apprenticeship programme in place, offering:

• Once a week session with a mentor to help with exam prep and to set objectives for further technical exposure
• Hands on involvement in your mentorship from experienced advisers within the business, who will help you to complete your tasks set through the programme to continue your professional development
• Hands-on paraplanning exposure to real cases
• Full exam support and study time
• A clear development route

If you’re ambitious and keen to progress, this role offers genuine development opportunities.

More reason why you’ll love this role

• Varied, interesting workload - Their holistic approach and link with the accountancy practice also means the work is varied and technical.
• Lots of client interaction - you’ll be a real point of contact
• Progression into paraplanning through a supported apprenticeship
• Convenient location - right by Maidenhead station, plus free on-site parking
• Modern, newly refurbished offices
• Friendly, supportive culture
• Salary flexibility depending on experience
• Office-based 5 days per week, with up to 2 day WFH to be introduced after probation

What you’ll be doing

You’ll join an admin team, working alongside a Senior Administrator/Operations Lead to support around 2.5 advisers. Day to day, you’ll:

• Provide full administrative support across financial planning cases
• Liaise directly with clients—building relationships and helping guide them through processes
• Prepare illustrations, process applications, chase documentation, and maintain records
• Assist with compliance and other technical aspects of the advice process
• Be a key part of the advice journey, making sure everything runs smoothly for both advisers and clients

Next steps

If this sounds like the kind of role you’d thrive in, we’d love to hear from you. Apply today to find out more, and we’ll be happy to talk you through the opportunity in detail.