IFA Administrator

Office-based | Free On-Site Parking

£30,000 – £35,000 DOE

Monday–Friday | 9:00am–5:00pm

An established and growing Independent Financial Adviser is looking to appoint an experienced IFA Administrator to join their close-knit support team during an exciting period of growth.

This is a hands-on, office-based role suited to someone who can hit the ground running and take ownership of core IFA administration, supporting both advisers and clients as the business scales.

The Opportunity

• Well-established IFA business with strong organic growth
• AUM has grown by more than double in last 5 years, with further organic growth planned
• Upcoming partnership with a major IFA business planned, bringing long-term stability, training and progression
• Supportive environment with clear development routes, including adviser progression for those interested

The Role

You’ll play a key role in the day-to-day running of the advice process, carrying out much of the operational and administrative duties as the firm grows.

Key responsibilities include:

• Processing transfers, contributions and withdrawals
• Preparing basic annual review reports
• Producing fund switch reports
• General IFA administration and phone cover
• Liaising with providers and platforms
• Supporting advisers with ongoing client servicing
• Maintaining accurate records and ensuring compliance standards are met

More basic admin tasks (post, data input, questionnaires) are moving to a centralised team, allowing this role to focus on core IFA administration.

Systems & Platforms

Experience with the following is highly desirable:

• Transact
• Aviva
• Fidelity
• Aberdeen Wrap

Training will be provided on the partnering company's integrated back-office systems ahead of the September go-live.

What We’re Looking For

• 2+ years’ experience in an IFA Administrator or Client Support role
• Confident handling transactional IFA work with minimal supervision
• Strong organisational skills and attention to detail
• Comfortable working in a fast-paced, growing environment
• Proactive, reliable and team-focused

Qualifications:

• Level 4 / part-qualified is a bonus, but not essential

Working Pattern

• Fully office-based
• Occasional ad-hoc WFH may be possible for appointments/childcare
• Potential for more flexibility in the future as the business and partnership develop

Salary & Benefits

• £30,000 – £35,000 depending on experience
• Discretionary Christmas bonus
• Two-week paid Christmas shutdown (no holiday required)
• Free on-site parking
• Funded training and exams via partnering company's Academy post-September

Start Date

• Ideally July–August, to align with training and team changes

Apply Now

If you’re an experienced IFA Administrator looking for stability, progression and the chance to be part of a growing business, we’d love to hear from you.

Apply today for a confidential discussion.