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IFA Administrator

Cap Resourcing Ltd

Taunton · Posted 14 Oct 2026 · 16 applicants

£28,000 - £32,000 per annum
Permanent
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Are you an experienced IFA Administrator looking to join a supportive financial planning firm where your contribution is genuinely valued?

We're partnering with an award-winning financial planning firm that's built an outstanding reputation for client service and employee satisfaction. With an established client base and a strong team around you, this is a fantastic opportunity to join a business that puts its clients and people first.

This is a firm that genuinely values collaboration, with a supportive, family feel culture and a true team first approach. You'll be joining an environment where people enjoy coming to work, teamwork is encouraged, and there are opportunities to develop your career.

What's in It for You?

  • Salary circa £32,000, depending on experience
  • Supportive, friendly and collaborative team
  • Established client base and varied workload
  • Opportunities for ongoing training and professional development
  • Clear opportunities to develop your career within financial services
  • Modern offices in Taunton

What We're Looking For

  • Previous experience in an IFA Administrator or financial services administration role.
  • Knowledge of pensions, investments and protection products.
  • Strong organisational skills and excellent attention to detail.
  • Confident communication skills, with the ability to build positive relationships with clients and colleagues.
  • Good IT skills and the ability to manage competing priorities.
  • A proactive team player who takes pride in delivering excellent client service.

If you're looking to take the next step in your financial services career and join a firm where you'll feel supported, valued and part of a close knit team, we'd love to hear from you.

Apply now

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