About the role

We are working with a well-established, client-focused financial planning firm seeking an experienced IFA Administrator to join their growing team. This is a fantastic opportunity to become part of a professional and supportive environment where attention to detail and high-quality client service are key.

You will play a vital role in supporting Financial Planners and ensuring the smooth processing of client business across a range of financial products and platforms.

Key responsibilities

• Processing new business across pensions, investments, and protection cases
• Managing applications from submission through to completion
• Liaising with providers and platforms to obtain updates and resolve queries
• Maintaining accurate client records and updating internal systems
• Preparing documentation for client meetings and reviews
• Supporting advisers with day-to-day administrative tasks
• Ensuring all work is completed in line with compliance requirements

About you

• A minimum of 2 years’ experience working as an IFA Administrator or within financial services administration
• Strong experience with new business processing across multiple product types
• Exposure to asset management or investment platforms
• Comfortable working across a variety of provider systems and platforms
• High attention to detail and strong organisational skills
• Confident communicator with a professional and proactive approach

What’s on offer

• Competitive salary based on experience
• Flexible working with hybrid options (currently 1 day from home, increasing to 2)
• Supportive and collaborative working environment
• Opportunity to develop within a growing financial planning firm

If you are looking to join a firm where your contribution is valued and you can build a long-term career in financial services, we would like to hear from you.