Senior Financial IFA Administrator. Fetcham LilyLifestyle

Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward‑thinking financial planning firm that invests in its people as much as its clients.

A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high‑performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long‑term relationships.

You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience.

Key responsibilities include:

• Acting as the first point of contact for client enquiries, delivering a professional and responsive service
• Managing client and provider correspondence efficiently
• Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms
• Maintaining and updating client records using Intelligent Office (IO)
• Preparing pre‑ and post‑meeting documentation, including valuations, annual reviews, and suitability letters
• Processing fund switches, rebalances, withdrawals, and top‑ups with accuracy and compliance
• Completing application forms and managing submissions through to completion
• Liaising with providers to ensure business progresses smoothly
• Supporting investment reporting and maintaining accurate systems and records

• At least 2 years experience within an IFA or financial planning firm
• Strong technical knowledge across pensions, investments and protection
• Experience with Intelligent Office (IO) is advantageous
• Excellent communication skills, both written and verbal
• Organised, proactive, and confident in a fast‑paced environment

• Salary up to £40,000 (depending on experience)
• Discretionary bonus
• Structured training programme with ongoing development support
• Exam funding and clear career progression pathways
• Comprehensive benefits package including pension, life cover, and wellbeing support
• Flexible working options (full or part‑time)