IFA Administrator – Middlesbrough (Hybrid)

Salary: £24,000–£30,000 Hybrid Working: 3 days per week in the Middlesbrough office Firm Type: Long-established, family-feel financial planning firm

Why this role stands out

This is a fantastic opportunity to join a well-respected, long-standing financial planning firm with a genuinely warm, supportive culture. The business has grown steadily over the years and is known across Teesside for its friendly team, loyal client base and commitment to doing things properly.

If you’re an organised, detail-driven IFA Administrator who wants to feel valued, supported and part of a close-knit team, this role will feel like home.

What you’ll be doing

You’ll play a key part in ensuring clients receive a smooth, professional service. Your responsibilities will include:

• Managing client servicing tasks, including updating records, processing changes and handling general queries
• Preparing client review packs, valuations and meeting documentation
• Processing Letters of Authority, tracking provider responses and updating internal systems
• Supporting advisers with new business submissions, ensuring accuracy and compliance
• Liaising with providers to obtain information, chase outstanding items and resolve queries
• Maintaining accurate client data across CRM and provider platforms
• Preparing documentation for pensions, investments and protection cases
• Supporting paraplanners with data gathering and research where needed
• Ensuring all work is completed to FCA standards and internal compliance requirements

You’ll be trusted to manage your workload, take ownership of tasks and contribute to a smooth, efficient client journey.

Development & progression

Although this is a family-feel firm, they take development seriously. You’ll have access to:

• Full exam support if you want to progress (RO exams funded)
• A clear pathway into Senior Administrator or Trainee Paraplanner roles
• Regular 1-to-1s and ongoing training
• Opportunities to take on more technical work as your confidence grows

If you prefer to remain in a stable, long-term admin role, that’s supported too — progression is tailored to you.

What they’re looking for

• Experience in an IFA/wealth management administration role
• Strong organisational skills and excellent attention to detail
• Confident communicator who enjoys supporting advisers and clients
• Familiarity with platforms, providers and CRM systems (IO, Xplan or similar)
• A proactive, positive attitude and pride in delivering high-quality work
• Someone who values a friendly, supportive team environment

What you’ll get in return

• £24,000–£30,000 depending on experience
• Hybrid working (3 days office / 2 days home)
• 25 days holiday + bank holidays
• Supportive, family-feel culture with low staff turnover
• Modern office environment with a friendly, approachable team
• Exam funding and development opportunities
• Stability, security and a firm that genuinely values its people