IFA Administrator
Remote / Online - Candidates ideally in
Henley-in-Arden, Stratford-upon-Avon, Warwickshire, CV37, England, UK
Listed on 2026-09-22
Henley-in-Arden, Stratford-upon-Avon, Warwickshire, CV37, England, UK
Listing for:
Nub News
Remote/Work from Home
position Listed on 2026-09-22
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration, Finance Assistant -
Finance & Banking
Office Administrator/ Coordinator, Business Administration, Finance Assistant
Job Description & How to Apply Below
Where Henley-in-arden
What Banking & Financial Services Type Permanent Salary Annual IFA Administrator, Henley in Arden Hybrid (4 days in office / 1 from home)£28,000 - £32,000 + 1 Day Home Working + training & development + professional qualifications + clear progression opportunities
Are you an experienced IFA Administrator looking to join an established and growing independent financial planning business?
This is an excellent opportunity to join a busy administration team, supporting advisers with new business, ongoing client servicing and wider financial planning administration.
The business is continuing to grow and is investing in its team, with genuine opportunities to progress internally. Existing employees have successfully moved from Administration into Paraplanning and Compliance, with training and professional qualifications supported by the business.
The Role:
Provide administration support to Financial Advisers Process new business and support ongoing client servicing
Assist with suitability reports and associated administration
Liaise with advisers, Paraplanners and clients
Manage a busy workflow and competing priorities
Support the team with a high volume of client activity
Work across dedicated new-business and ongoing-client-service functions
Maintain accurate records and ensure work is completed efficiently
The Person :
Previous IFA / financial services administration experience advantageous
Strong administration and organisational skills
Excellent attention to detail
Comfortable working in a busy environment
Professional and confident communicator
Client-focused and commercially aware
Strong team player with a positive, can-do attitude
Experience with suitability reports and new business desirable
Most importantly, someone who fits the team and is happy to get stuck in
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