Role Profile

We are working with a growing independent wealth management firm in Witney who are looking to appoint a Wealth Planning Administrator / IFA Administrator / Financial Planning Administrator to join their expanding team.

This is an excellent opportunity for someone looking to build a long-term career in wealth management administration, financial planning support, or paraplanning support, with clear progression available as the business continues to grow.

The firm is open-minded on experience and will consider applications from junior candidates through to experienced Wealth Planning Administrators / IFA Administrators / Financial Planning Administrators who are looking to progress into more senior or paraplanning-focused roles.

This is a flexible and evolving position within a supportive team where the Wealth Planning Administrator role can be shaped around the successful candidate’s strengths.

Key Responsibilities – Wealth Planning Administrator / IFA Administrator

• Providing dedicated wealth management administration and support to Financial Planners
• Supporting advisers with full financial planning administration and client servicing
• Preparing suitability reports, recommendation packs, and documentation (Paraplanner Support exposure)
• Conducting research across pensions, investments, and protection products as part of wealth planning support
• Assisting with client reviews, meetings, and ongoing financial planning administration
• Liaising with providers and processing new business and existing business applications
• Maintaining accurate client records in line with compliance standards (IFA Administrator duties)
• Supporting the continuous improvement of processes within the wealth management administration function

Candidate Profile – Wealth Planning Administrator / Financial Planning Administrator

We are keen to speak with candidates who have experience in any of the following:

• Wealth Planning Administrator
• IFA Administrator
• Financial Planning Administrator
• Paraplanner Support / Junior Paraplanner / Wealth Management Support

The ideal candidate will have:

• Strong experience in financial planning administration or wealth management administration
• Excellent organisational skills and attention to detail
• Strong communication skills and a client-focused approach
• A proactive, team-oriented mindset suitable for an IFA Administrator / Wealth Planning Administrator role
• Progress towards Level 4 Diploma (desirable but not essential)

Package

• Salary: £25,000 – £32,500+ DOE
• Clear progression into senior Wealth Planning Administrator / Paraplanner Support roles
• Supportive and growing financial planning/wealth management team
• Long-term career development within a modern IFA environment