Senior IFA Admin

Location

Reading

£30,000 - £35,000 (DOE)

Full-time, Permanent, On-site

Immediate

Are you an experienced IFA Administrator ready to take the next step in your career? Were working with a fully independent, professional financial planning firm based in Reading , who are looking for a driven and capable Senior IFA Administrator to join their growing team.

• Provide high-level administrative support to Financial Advisers
• Manage and process client documentation and reports
• Maintain accurate records using Intelligent Office (IO)
• Liaise with providers and clients to ensure smooth operations
• Support client meetings and uphold a solicitor-level standard of professionalism

Previous experience in an IFA or financial planning firm is essential

Diploma Level 4 qualified (or working towards it)

Strong knowledge of IO, Cash Calc, Voyant, Octopus, Aviva, and other key platforms

Professional, articulate, and committed to delivering exceptional client service

Eager to contribute to a collaborative, high-quality team

Salary up to £35,000 depending on experience

25 days holiday + bank holidays

Full benefits package (pension, life cover, dental, healthcare full details on company website)

Full CPD, exam support, and training after 6-month probation (reimbursement available if self-funded before)

Flexible working hours (no remote working for admin / paraplanners)

Join a small, dynamic team of professionals where your development is supported, and your contribution is valued. If youre ready to roll up your sleeves and grow within a respected, client-first firm, wed love to hear from you.