About the Role

A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment.

Key Responsibilities

• Supporting Financial Advisers and Paraplanners with day-to-day administration
• Processing new business applications
• Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards
• Preparing documentation for client meetings
• Handling communications via phone, email, and post
• Adhering to FCA regulations and the Financial Services and Markets Act
• Keeping up to date with product, legislative, and regulatory developments

Requirements

• Essential: Previous experience in an IFA / Financial Planning Administrator role
• Strong understanding of financial products including pensions, investments, and protection
• High level of IT literacy (Word, Excel, Outlook, Teams)
• Excellent written and verbal communication skills
• Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively
• Proactive, self-motivated, and solution-focused

How to Apply

If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Please apply via the 'Apply now' button on this page.

[Employer hidden — sign up to reveal] acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

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