Open role
IFA Administrator (Full Time or 4 Days Per Week)
- Aggregated by CV-Library
- Leatherhead, Surrey
- Permanent
- Full Time
- £30,000 - £35,000 Per Annum
Job Description
Ready to Take the Next Step in Your Financial Planning Career?
Are you looking for a role where your experience is genuinely valued, your contribution makes a difference, and there’s a clear opportunity to progress?
A highly respected and growing wealth management firm is looking for an experienced IFA Administrator to join its collaborative and high-performing support team.
The business is known for providing tailored financial planning and wealth management advice to private clients and business owners, with a strong focus on exceptional service, trusted relationships, and long-term client outcomes. The firm also places significant emphasis on investing in its people, offering structured development and genuine career progression.
The Role
As an IFA Administrator, you’ll play an integral role within the client services team, providing high-quality administrative and technical support to Advisers and Paraplanners.
Your work will be essential in ensuring clients receive a seamless, professional, and responsive service at every stage of their financial planning journey.
Key responsibilities include:
* Acting as a first point of contact for client enquiries and providing a professional, responsive service
* Managing client and provider correspondence efficiently and accurately
* Coordinating client and prospective client meetings, managing diaries, and preparing meeting rooms
* Maintaining accurate and up-to-date client records using Intelligent Office (IO)
* Preparing pre- and post-meeting documentation, including valuations, annual review packs, and suitability letters
* Processing fund switches, rebalances, withdrawals, and top-ups accurately and in line with compliance requirements
* Completing application forms and managing submissions through to completion
* Liaising with product providers to ensure new and existing business progresses smoothly
* Supporting investment reporting and maintaining accurate internal systems and records
* Working closely with Advisers and Paraplanners to ensure an efficient and high-quality client experience
About You
You’ll ideally have:
* At least 2 years’ experience within an IFA, wealth management, or financial planning environment
* Strong technical knowledge across pensions, investments, and protection
* Experience using Intelligent Office (IO), although this is advantageous rather than essential
* Excellent written and verbal communication skills
* Strong organisational skills with excellent attention to detail
* A proactive and professional approach, with the ability to manage competing priorities
* Confidence working in a fast-paced, collaborative environment
What’s on Offer
* Salary up to £35,000, depending on experience
* Discretionary bonus
* Structured training programme with ongoing professional development
* Exam funding to support your qualifications
* Clear and achievable career progression pathways
* Comprehensive benefits package, including pension, life cover, and wellbeing support
* Flexible working options, including full-time or part-time opportunities
Why Join?
This is an excellent opportunity for an experienced IFA Administrator who wants more than just another administration role. You’ll join a supportive, forward-thinking business where your experience is recognised, your development is encouraged, and there is genuine scope to build a long-term career within financial planning
Are you looking for a role where your experience is genuinely valued, your contribution makes a difference, and there’s a clear opportunity to progress?
A highly respected and growing wealth management firm is looking for an experienced IFA Administrator to join its collaborative and high-performing support team.
The business is known for providing tailored financial planning and wealth management advice to private clients and business owners, with a strong focus on exceptional service, trusted relationships, and long-term client outcomes. The firm also places significant emphasis on investing in its people, offering structured development and genuine career progression.
The Role
As an IFA Administrator, you’ll play an integral role within the client services team, providing high-quality administrative and technical support to Advisers and Paraplanners.
Your work will be essential in ensuring clients receive a seamless, professional, and responsive service at every stage of their financial planning journey.
Key responsibilities include:
* Acting as a first point of contact for client enquiries and providing a professional, responsive service
* Managing client and provider correspondence efficiently and accurately
* Coordinating client and prospective client meetings, managing diaries, and preparing meeting rooms
* Maintaining accurate and up-to-date client records using Intelligent Office (IO)
* Preparing pre- and post-meeting documentation, including valuations, annual review packs, and suitability letters
* Processing fund switches, rebalances, withdrawals, and top-ups accurately and in line with compliance requirements
* Completing application forms and managing submissions through to completion
* Liaising with product providers to ensure new and existing business progresses smoothly
* Supporting investment reporting and maintaining accurate internal systems and records
* Working closely with Advisers and Paraplanners to ensure an efficient and high-quality client experience
About You
You’ll ideally have:
* At least 2 years’ experience within an IFA, wealth management, or financial planning environment
* Strong technical knowledge across pensions, investments, and protection
* Experience using Intelligent Office (IO), although this is advantageous rather than essential
* Excellent written and verbal communication skills
* Strong organisational skills with excellent attention to detail
* A proactive and professional approach, with the ability to manage competing priorities
* Confidence working in a fast-paced, collaborative environment
What’s on Offer
* Salary up to £35,000, depending on experience
* Discretionary bonus
* Structured training programme with ongoing professional development
* Exam funding to support your qualifications
* Clear and achievable career progression pathways
* Comprehensive benefits package, including pension, life cover, and wellbeing support
* Flexible working options, including full-time or part-time opportunities
Why Join?
This is an excellent opportunity for an experienced IFA Administrator who wants more than just another administration role. You’ll join a supportive, forward-thinking business where your experience is recognised, your development is encouraged, and there is genuine scope to build a long-term career within financial planning