IFA Administrator

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Fram is delighted to be working with a highly successful Financial Planning firm in Berkshire who is looking for an experienced IFA Administrator to join their growing team.

Our client provides high-quality, independent financial advice to both individuals and businesses, covering pensions, investments, protection, and mortgages. They pride themselves on combining technical expertise with a genuinely client-focused service.

Due to continued growth and internal movement, they are now seeking a talented administrator to support three advisors within a collaborative pod system – ensuring a smooth, efficient, and positive working environment.

This is a fantastic opportunity for someone with proven IFA administration experience who is looking for a stable, well-established firm with a friendly, close-knit team culture.

• Providing comprehensive administrative support to a team of Advisors and Paraplanners.
• Maintaining and updating the client database (Intelligent Office).
• Processing new business applications and managing client records.
• Assisting with basic report writing and documentation.
• Liaising with clients, providers, and the advisory team to ensure excellent service.
• Handling general office administration as part of a supportive team.

• Previous experience in an IFA administration role (essential).
• Proficiency with Intelligent Office (IO) – must be confident using this system.
• Strong organisational skills and the ability to manage multiple tasks at once.
• Proficient in Microsoft Office Suite.
• Background in financial planning (independent experience preferred, but not essential).
• Work with a respected, client-focused Wealth Manager with strong values.
• Join a stable, supportive, and friendly team where your contribution is valued.
• Be part of a firm that is continuing to grow while maintaining a collaborative culture.

Not Applicable

Full-time

Administrative and Finance

Financial Services and Investment Management

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