IFA Administrator (Experienced)
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.