IFA Administrator

Job Title:

Technical Administrator – IFA Support | Financial Services | Office-Based Company Overview

Our client is a highly reputable and well-established Independent Financial Advisory (IFA) firm, known for delivering expert financial planning and wealth management services to a loyal client base. With a focus on integrity, compliance, and exceptional client service, they are now looking to appoint a Technical Administrator to support one of their experienced Advisers.

This is a permanent, desk-based role based in-office, offering long-term stability, a collaborative working environment, and exposure to high-quality financial planning processes.

The successful candidate will play a pivotal role in the smooth delivery of the financial advice process, ensuring both clients and advisers are supported at every stage.

Responsibilities include:

• Handling Letter of Authority (LOA) administration and tracking

• Preparing client appointment packs and supporting documentation

• Conducting investment valuations and portfolio analysis

• Liaising with providers for fund switches, policy updates, and client queries

• Preparing inputs for cashflow modelling and suitability reports

• Managing attitude to risk questionnaires and producing related documentation

• Diary management for the assigned Adviser and appointment scheduling

• Client communication by phone, email, and post

• Producing fund switch and no-action letters in line with compliance standards

• Processing new business applications and liaising with providers through to completion

• Assisting with death claims and handling sensitive client interactions with empathy

• Ensuring all administrative processes are compliant with FCA, AML, TCF, and internal standards

• Participating in departmental training and meetings

• Minimum 5 years’ experience in administration, with at least 2 years in Financial Services

• Background within an IFA, Wealth Management, or Financial Planning environment is highly desirable

• Proficient in Microsoft Word, Excel, and Outlook

• Confident in learning and using back-office systems such as Xplan or Curo

• Awareness of FCA regulatory frameworks and financial compliance practices

• Strong organisational and time-management skills

• Accurate data entry and attention to detail

• Professional, friendly phone manner and excellent written communication

• Proactive and self-motivated, with the ability to work independently

• A team player who contributes ideas and supports colleagues

• Adaptable to evolving business systems and processes

• Comfortable handling sensitive situations, particularly relating to death claims

• Competitive salary (based on experience and market rate)

• Full-time, permanent contract with clear career progression opportunities

• In-house training and professional development support

• Exposure to a wide range of technical financial planning activities

• Supportive team culture within a compliant and stable firm

• No weekend or evening work – Monday to Friday role

Office-based – Full-time
Monday to Friday

The role is 100% office-based and ideal for someone who values structure, teamwork, and hands‑on collaboration with advisers. Remote or hybrid working is not offered.

This position is being advertised on behalf of our client by [Your Company Name], a specialist recruiter in Financial Services and Wealth Management.

If you're an experienced Financial Services Administrator seeking a long‑term, desk‑based role within a highly professional firm, click Apply Now to submit your CV. All applications will be handled with strict confidentiality.