IFA Administrator – Financial Administrator

Marlow, Buckinghamshire | £34,000–£38,000 | Office-Based | Full-Time

MORE THAN ADMIN. A CAREER IN WEALTH MANAGEMENT.

Looking for an IFA Administrator role where your experience is valued, your contribution matters and your career can move forward?

This is an opportunity to join an established, client-focused wealth management firm in Marlow, working alongside experienced financial advisers and a knowledgeable team committed to delivering quality financial planning.

With a strong emphasis on personal service, integrity and long-term client relationships, this is a business where getting the details right genuinely matters. You'll play a key role in keeping the advice process running smoothly, supporting advisers and helping clients receive the service they expect.

The salary? £34,000–£38,000, depending on experience. The opportunity? To develop your expertise and build your future in financial services.

THE ROLE

As an IFA Administrator, you'll take responsibility for a varied workload, supporting advisers with the essential administration, documentation and client liaison that underpin effective financial planning.

Your responsibilities will include:

• Preparing and processing client documentation, including fact-finds, suitability reports, risk assessments and review paperwork.
• Liaising with clients, pension providers, investment platforms and other third parties to obtain information and progress applications.
• Maintaining accurate client records, CRM systems and electronic files.
• Coordinating client meetings, preparing documentation and recording follow-up actions.
• Supporting annual reviews and ongoing client servicing.
• Assisting with compliance checks, file audits and FCA-related documentation.
• Managing client onboarding, case progression and the completion or archiving of cases.
• Keeping advisers organised, tracking outstanding tasks and ensuring deadlines are met.

It's a role offering genuine variety, responsibility and the chance to become an integral part of the wider team.

WHAT ARE WE LOOKING FOR?

Previous experience in wealth management administration is essential. You'll understand the paperwork, processes and attention to detail required within a financial planning or IFA practice.

You'll also bring:

• Experience in IFA, financial planning or wealth management administration.
• A good understanding of financial services documentation and compliance requirements.
• Excellent organisation, accuracy and time management.
• Confident communication skills and a professional approach to client and provider liaison.
• The ability to manage competing priorities while maintaining high standards.
• A proactive, team-focused attitude, with the confidence to work independently when required.
• Good working knowledge of Microsoft Office; experience with financial planning software or CRM systems would be advantageous.

Relevant financial services qualifications are welcome, alongside a willingness to learn and develop professionally.

Please note: This opportunity is specifically suited to candidates with existing financial advice or wealth management administration experience.

WHAT'S IN IT FOR YOU?

• £34,000–£38,000 salary, depending on experience.
• The opportunity to join an established wealth management business with substantial collective industry experience.
• Training, professional development and support with relevant examinations.
• Exposure to a broad range of financial planning areas, including investments, pensions, inheritance tax planning, mortgages and protection.
• The chance to work closely with experienced advisers and develop your industry knowledge.
• A friendly, collaborative working environment in the attractive market town of Marlow.
• A full-time, office-based position where you can build relationships with colleagues and become a valued member of the team.

READY FOR YOUR NEXT MOVE?

If you're an experienced IFA Administrator looking for a role that combines a competitive salary, varied work and opportunities to develop, this could be an excellent next step.

Send your CV to Ryan at Financial Divisions to find out more.

If you have the right wealth management administration experience and want to take your next career step, we'd like to hear from you.