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Financial Consultant Accounting & Finance

IFA Administrator: Financial Planning Support Pro

Job in Wokingham, Berkshire, RG40, England, UK
Listing for: Mulberry Recruitment
Full Time, Part Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 26000 - 35000 GBP Yearly GBP 26000.00 35000.00 YEAR
Job Description & How to Apply Below
A reputed Financial Planning firm in Wokingham is seeking an IFA Administrator to provide high-quality administrative support to Financial Advisers. The ideal candidate should have at least 1 year of experience in the Financial Services industry, with knowledge of pensions, investments, or in an IFA firm. Responsibilities include client communication, managing new clients onboarding, and organizing financial planning reviews.

This role offers flexibility with full-time or part-time hours, competitive salary range of £26,000 - £35,000, and a dynamic work environment.
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