Why This Role Stands Out

This is an opportunity to join a high-performing, chartered financial planning firm with an excellent reputation across the North East. The business is growing steadily, invests heavily in its people, and offers a genuinely supportive environment where administrators are seen as the backbone of the client journey not an afterthought.

You’ll be joining a friendly, collaborative team where your ideas are valued, your development is taken seriously, and your career can progress at your pace.

The Role

As an IFA Administrator, you’ll play a key role in delivering a seamless client experience. Your day-to-day responsibilities will include:

• Managing client onboarding, including gathering documentation and preparing welcome packs
• Processing Letters of Authority, tracking provider responses and updating internal systems
• Preparing valuations, review packs and client meeting documents
• Supporting advisers with new business processing, ensuring accuracy and compliance
• Maintaining up-to-date client records across CRM and provider platforms
• Liaising with providers to chase information, resolve queries and ensure smooth case progression
• Assisting paraplanners with research, data gathering and report preparation
• Handling general client servicing queries with professionalism and warmth

This is a role where you’ll be trusted to take ownership, manage your workload and contribute to improving processes as the firm continues to grow.

Progression & Development

This firm is known for developing talent. You’ll have access to:

• Full exam support (including study materials, paid exams and study leave)
• A clear pathway into Paraplanning if you want it
• Opportunities to specialise in pensions, investments or complex casework
• Regular 1-to-1s, mentoring and structured development plans
• Exposure to client meetings and technical work as you grow

If you prefer to remain in a senior admin/client support role, that’s supported too — progression is tailored to you.

What They’re Looking For

• Experience in an IFA/wealth management admin role
• Strong organisational skills and attention to detail
• Confident communicator who enjoys working with clients and advisers
• Familiarity with platforms, providers and CRM systems (e.g., IO, Xplan, or similar)
• A proactive, positive attitude someone who takes pride in doing things well

What You’ll Get

• Competitive salary £26,000–£32,000 depending on experience
• Hybrid working with flexibility
• 25 days holiday + bank holidays
• Modern office environment with a friendly, supportive team
• Regular social events and a genuinely positive culture
• A firm that invests in technology, efficiency and people