IFA Administrator
Job in
Reading, Berkshire, RG1, England, UK
Listed on 2026-10-01
Listing for:
Platinum Recruitment Group
Full Time, Part Time
position Listed on 2026-10-01
Job specializations:
-
Finance & Banking
Business Administration, Office Administrator/ Coordinator -
Administrative/Clerical
Business Administration, Office Administrator/ Coordinator
Job Description & How to Apply Below
The culture. Second to none. The Practice Manager has worked for the owners for 30 years. That speaks volumes… they don’t micromanage, they leave you to do your job, they give you flexibility, and they appreciate and value every single member of staff. That’s why people stay. You’ll be working directly with their top performing Advisor (Director), he is responsible for managing all client facing relationships and set ups with high-net-worth clients, so specialises in all products including GIAs, ISAs, bonds and pensions.
Your role is to complete all of his administration from onboarding of clients through to client reviews and case management support. It’s fast paced, the Director has built a reputation in Manchester like no other, so you can only imagine his workload and therefore he needs the best IFA Administrator to help him! The amount of exposure and experience you’ll get here is far greater than any other role like this out there.
What a phenomenal opportunity. Benefits include; 27.5 days holiday plus bank holidays Performance related bonus Hybrid working pattern - 2 days per week in the office, 3 days at home Flexible working hours – take 5 hours of flexi time per week to do whatever you need to! 5% pension contribution Death in service Appreciated. Valued. You must have experience in working with all products as listed above, be familiar with Quilter and AJ Bell platforms and be highly experienced and skilled within the industry as an Administrator, 4 years experience as a minimum.
All suitable applicants to Erin at Platinum.
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