About the Opportunity

We are working in exclusive partnership with a respected, independent Financial Planning firm in Oxford to identify an experienced IFA Administrator. This is an exceptional opportunity to join a highly professional, well-structured business that values integrity, precision, and long-term client relationships.

The firm offers holistic financial advice to a loyal client base and prides itself on its collaborative team culture and commitment to excellence. You’ll be joining an experienced operations function that plays a critical role in supporting Financial Planners and maintaining a first-class client experience.

This role is ideally suited to a high-performing Administrator from an IFA or Wealth Management background who is looking for stability, development, and the chance to thrive in a high-touch, client-led environment.

Why This Firm?

• Long-established and highly regarded financial planning firm with chartered leadership
• Modern office environment with a friendly, knowledgeable, and experienced support team
• Genuine commitment to professional development – including study support towards CII Diploma (Dip PFS / Dip FA)
• Stable client base with high levels of recurring business
• Structured career path within the operations and client services team

Key Responsibilities

• Manage and maintain accurate client records via Intelligent Office, ensuring compliance with FCA documentation standards
• Process new business applications across pensions, investments, protection, and other financial planning solutions
• Liaise with clients in a timely and professional manner to gather information, issue documentation, and provide progress updates
• Act as a key point of contact for product providers to track cases, request valuations, and resolve administrative queries
• Prepare and process Letters of Authority, fact finds, and policy documentation
• Provide flexible support across the Business Support team, particularly during peak periods or adviser transitions

Candidate Profile

• Minimum 3 years of experience in an IFA or Wealth Management administrative role
• Confident user of Intelligent Office (or similar back-office CRM) and investment platforms such as Transact, Quilter, Standard Life, or AJ Bell
• Strong understanding of FCA compliance documentation and new business processing
• Excellent written and verbal communication skills; professional client-facing manner
• Highly organised with an ability to manage workloads, meet deadlines, and prioritise effectively
• Self-motivated, team-oriented, and solutions-focused
• Desire to work towards (or currently studying for) the CII Diploma in Financial Planning – full study support is available

Remuneration & Benefits

• OTE: £33,000 – £35,000, dependent on experience
• Company pension contributions
• Life assurance and income protection
• Generous annual leave entitlement
• Professional exam support and CPD funding
• Supportive and sociable team culture with regular internal events