Ifa Administrator

This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover.

You will be joining a values driven firm that is passionate about doing what is right for the client and helping through technical expertise. The business places high emphasis on creating a positive, forward‑thinking environment and has embraced technology to assist the team in working more smoothly, with less manual keying required.

As an IFA Administrator, you will be providing dedicated support to your paraplanner and one to two financial advisors. When required, you will also help other colleagues within the business if there is overflow or a need for specialist knowledge. The team is always keen to help each other and regularly meets in‑person or virtually to discuss topics, ways of improvement and how to support clients in the best way possible.

You will act as a primary point of contact for clients; therefore you should enjoy working closely with clients and getting to know them as part of your overall service.

• Experienced IFA Administrator
• Good written and verbal communication skills
• Experience with IO would be advantageous
• Motivated by delivering great service to clients and being part of long‑term growth
• Access to own transport beneficial due to rural office location

• Competitive salary to be discussed at interview
• Annual discretionary bonus scheme
• Company benefits include income protection, PMI, and 25 days holiday plus bank holidays
• Office‑based role with up to 2 days from home
• Loyal team who enjoy working together and being valued for their input
• Regular team events and socials, including monthly breakfasts or lunches

• High Wycombe

Our client is a fully independent financial planning firm with regional offices across the UK. They focus on values of trust, transparency and integrity, enabling a closely aligned team who enjoy providing quality advice and client service. The business is growing through both acquisitions and organic methods.

The vacancy has arisen due to an upcoming retirement of the current team member. The business fully supports its team with personal and professional development, which includes long‑term progression through roles if desired or support to become the best in their chosen role.