IFA Administrator

An opportunity has arisen to join a leading UK wealth management and financial planning firm operating at the highest level of the market. This role sits within an established financial planning team supporting high-value, complex client relationships and experienced Financial Planners.
The firm is recognised for its scale, reputation and long-term commitment to developing its people. This position would suit an experienced IFA Administrator seeking exposure to sophisticated planning work within a structured, professional environment.

As an IFA Client Administrator, you will provide comprehensive administrative support to aligned Financial Planners, ensuring the delivery of high-quality client outcomes while maintaining regulatory and operational standards.
The role offers a hybrid working model, with an initial requirement to be office-based during probation before moving to a 2-3 day office arrangement.

• Provide end-to-end administrative support to Financial Planners
• Build and maintain strong professional relationships with clients
• Process new business across ISAs, GIAs, pensions, offshore bonds and trusts
• Prepare meeting packs, valuations and client documentation
• Maintain accurate client records and back-office systems
• Liaise with internal operational teams and third-party providers
• Manage pipelines, account set-up and AML documentation
• Identify, log and escalation risks or errors in line with internal procedures
• Support the use of client portals and digital tools

• 2-5+ years' experience supporting Financial Advisors or Financial Planners
• Strong understanding of financial planning products and processes
• Experience of new business processing and ongoing client servicing
• Highly organised with the ability to manage competing priorities
• Professional communication skills, both written and verbal
• A client-focused approach with strong attention to detail

• Competitive salary
• Hybrid working model
• Private medical insurance
• Life assurance and pension contribution
• Generous holiday allowance with the option to purchase additional leave
• Strong opportunities for progression and professional development
• Support towards further qualifications

This is a rare opportunity to join a top-tier financial planning organisation, offering long-term career development, exposure to high-quality work and the stability of a market-leading firm.

To apply or for further information, please contact:
Ellie Sedgwick

elli

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