IFA Administrator

IFA Administrator

A leading national financial planning business is looking for an experienced IFA Administrator to join its Weybridge, Surrey office.

An experienced IFA Administrator will become a valued member of a professional, supportive and high‑performing advice team.

• Managing client correspondence and maintaining strong client relationships
• Processing new business applications across pensions, investments and protection
• Preparing client review packs and meeting documentation
• Arranging client meetings and managing financial planner diaries
• Requesting provider illustrations and product information
• Maintaining accurate, well‑presented and compliant client records on internal systems
• Handling client enquiries, provider communication and requests
• Providing general back‑office and operational support using Intelligent Office (IO)
• Ensuring all administration is carried out in line with internal procedures and regulatory standards

The firm offers a clear and structured pathway. Opportunities include Trainee Paraplanner, Paraplanner, or Financial Adviser, although administrators who wish to specialise in administration can also build long‑term careers within the team.

• 25 days holiday plus bank holidays
• Your birthday off
• Annual salary reviews
• Staff recognition and awards programmes
• Study support for professional industry qualifications
• Adviser Academy – comprehensive in‑house training programme
• Clear career progression opportunities
• Hybrid and flexible working arrangements
• Additional holiday purchase scheme
• Life assurance
• Company pension
• Corporate eye‑care cover

This role is suitable for an individual with existing experience in an IFA or financial planning environment who is looking to develop their career within a respected national firm.

• Previous experience within IFA/Financial Planning administration
• Strong organisational skills and exceptional attention to detail
• Excellent communication and client service skills
• The ability to manage multiple priorities in a busy team environment
• Confidence using Microsoft Office and financial planning systems

Weybridge, Surrey, United Kingdom | Salary: £32,000 – £35,000 per year | Permanent