IFA Administrator

Salary: £28,000 – £38,000 (depending on experience)
Location: Hybrid working – 3 days office-based, 2 days working from home
Benefits: On-site parking, professional study support, modern converted barn offices, supportive team environment

An established and growing Independent Financial Advisory practice is seeking an experienced IFA Administrator to join its friendly and supportive team.

Based in a beautiful converted barn office with ample parking, this is an excellent opportunity for an administrator with previous financial services experience who enjoys working in a collaborative environment while benefiting from flexible hybrid working.

The Role

Working alongside experienced advisers and support staff, you will provide comprehensive administrative support across pensions, investments, protection, and employee benefits. This is a varied role requiring excellent organisational skills, attention to detail, and the ability to manage multiple priorities effectively.

Key Responsibilities

• Assisting with the preparation of annual client reviews
• Processing and submitting new business applications through to completion
• Monitoring applications and liaising with providers regarding progress
• Maintaining accurate client records on the back-office system
• Processing policy amendments, including fund switches and changes to existing plans
• Preparing client and provider correspondence
• Liaising with clients, providers and third parties regarding new and existing business
• Supporting the preparation of suitability reports
• Managing adviser fees, commission entries and raising invoices
• Chasing outstanding adviser fees where required
• Diary management using Outlook and back-office systems
• Ensuring files meet regulatory and compliance requirements
• General administration duties including document management and electronic filing

About You

• At least 3 years' experience within an IFA or Financial Services Administration role
• Good understanding of pensions, investments and protection products
• Strong organisational skills with the ability to prioritise workloads effectively
• Excellent attention to detail and accuracy
• Confident communicator with strong client service skills
• Strong numeracy and reporting abilities
• Proficient in Microsoft Word, Excel and Outlook
• Experience using Intelliflo would be advantageous
• Knowledge of provider platforms such as Abrdn Wrap, AJ Bell, James Hay, Embark, Brooks Macdonald, Aviva, Utmost or Tatton would be beneficial, but not essential

What's on Offer?

• Salary of £28,000 – £38,000 depending on experience
• Hybrid working arrangement (2 days from home)
• Lovely converted barn office with free parking
• Supportive and collaborative team culture
• Financial support towards professional qualifications and career development
• Opportunity to build a long-term career within a respected independent financial planning business

If you're an experienced IFA Administrator looking for a role that offers flexibility, stability, and a genuinely supportive environment, we'd love to hear from you.