IFA Administrator & Office Manager

£34,000 – £36,000

Trumpington with parking

An exciting opportunity has arisen for an experienced IFA Administrator to join a growing Wealth Management firm in its new Cambridge office. This is a varied, hands-on role combining financial planning administration with front-of-house client service and day-to-day office management.

Joining a small, friendly team, you’ll play a key role in supporting advisers, delivering an excellent client experience and helping establish the smooth running of the new office in Trumpington. This position would suit someone who enjoys variety, building relationships and being at the heart of a business, rather than working purely behind the scenes.

Approximately 80% of the role will focus on financial planning administration, with the remaining 20% covering client experience, reception and general office management.

The Opportunity

• Provide administrative support to financial advisers, including processing new business, liaising with providers and clients, and maintaining accurate records.
• Support the preparation and organisation of client meetings, ensuring a welcoming and professional experience.
• Act as the main point of contact for clients, visitors and a small business sharing the office.
• Assist with the day-to-day running of the office, including ordering supplies, taking meter readings and reporting building maintenance issues.

Benefits

• Salary of £34,000 – £36,000
• Parking
• Opportunity to help establish and shape a new office
• Supportive, collaborative team environment
• Varied role with scope to develop your responsibilities
• Training and ongoing professional development
• Fantastic benefits package - very strong

To Be Considered for This Position

• Two years’ experience in IFA administration within a financial planning or wealth management practice.
• Good working knowledge of financial planning administration, including new business processing and provider liaison.
• Strong organisational skills and excellent attention to detail.

Apply today if you’re looking for a varied role where you can combine your financial planning administration experience with client-facing responsibilities and help support a growing business.