IFA Administrator

Opportunity

We are looking for an experienced IFA Administrator to join one of our regional offices. The role involves working closely with Financial Planners and Paraplanners to ensure clients receive a smooth, efficient and professional financial planning experience.

• Managing client correspondence and maintaining strong client relationships
• Processing new business applications across pensions, investments and protection
• Preparing client review packs and meeting documentation
• Arranging client meetings and managing financial planner diaries
• Requesting provider illustrations and product information
• Maintaining accurate, well‑presented and compliant client records in internal systems
• Handling client enquiries, provider communication and requests
• Providing general back‑office and operational support using Intelligent Office (IO)
• Ensuring all administration is carried out in line with internal procedures and regulatory standards

The firm offers a clear structured pathway. For those who wish to develop further, opportunities include Trainee Paraplanner, Paraplanner, and Financial Adviser. Experienced administrators may also choose to remain specialists and build long‑term careers within the team.

• 25 days holiday plus bank holidays
• Birthday off
• Annual salary reviews
• Staff recognition and awards programmes
• Study support for professional industry qualifications
• Adviser Academy – comprehensive in‑house training programme
• Clear career progression opportunities
• Hybrid and flexible working arrangements
• Additional holiday purchase scheme
• Life assurance
• Company pension
• Corporate eye‑care cover

The ideal candidate has previous experience within IFA/Financial Planning administration and possesses strong organisational skills, exceptional attention to detail, excellent communication and client service skills, and can manage multiple priorities in a busy team environment. Confidence using Microsoft Office and financial planning systems is required.

High Wycombe, Buckinghamshire

Salary: £30,000 – £32,000 per annum

Job type:
Permanent

Posted: 26/03/2026