Operations & Administration - Wealth​/IFA Practice

Overview

Our client is a well‑established and highly regarded independent financial planning and wealth management practice that has been helping individuals, families and businesses achieve their financial objectives for over two decades. Built on long-standing client relationships, trusted advice and exceptional service standards, the firm provides comprehensive financial planning solutions across pensions, investments, protection, tax planning, retirement planning and employee benefits.

The business prides itself on creating a supportive and collaborative working environment where employees are valued, developed and encouraged to contribute to the continued success of the firm. With a loyal client base, strong referral network and ambitious growth plans, this is an excellent opportunity to join a respected financial planning practice with a genuine focus on quality over volume.

• Providing administrative and technical support to Financial Advisers across a broad range of financial planning activities.
• Acting as a key point of contact for clients, advisers, providers and third‑party professional connections.
• Producing quotations, illustrations, suitability support material and provider information.
• Conducting research across pensions, investments, protection and other financial planning solutions.
• Utilising industry technology and research tools to support adviser recommendations and client outcomes.
• Assisting with the implementation and ongoing servicing of client arrangements.
• Preparing documentation and reports for client review meetings.
• Maintaining and monitoring review schedules and servicing requirements.
• Managing diary events and workflow activities throughout the client life‑cycle.
• Liaising with product providers to progress cases efficiently and resolve queries.
• Ensuring all client records, workflow tasks and compliance documentation are maintained accurately within the firm’s back‑office systems.
• Supporting the ongoing review and maintenance of existing client arrangements.
• Delivering a consistently high level of client service across all interactions.

• A minimum of three years’ current experience within Financial Planning, Wealth Management or an Independent Financial Adviser environment.
• A strong understanding of financial planning products including pensions, investments and protection.
• Previous experience supporting Financial Advisers and managing client servicing activities.
• Excellent organisational and time‑management skills.
• Strong written and verbal communication abilities.
• High levels of accuracy and attention to detail.
• The ability to prioritise workloads effectively and work independently.
• A proactive and professional approach to client service.
• A genuine commitment to delivering exceptional client outcomes.

Experience of using Intelliflo or similar financial planning back‑office systems would be advantageous. Professional qualifications, or progress towards industry qualifications, would also be viewed favourably.

The role is full time onsite. No remote available.

• Join a respected and growing independent financial planning business.
• Exposure to a broad range of financial planning and wealth management activities.
• Supportive and collaborative team environment.
• Opportunity to work closely with experienced advisers and industry professionals.
• Long‑term career stability within an established and successful firm.
• Ongoing professional development and learning opportunities.
• A culture that genuinely values quality client service, professionalism and teamwork.