IFA Admin

Overview

Location: Reading

Salary: £22000 - £32000

Type: Permanent, On-Site

Job Title: IFA Administrator

Start Date: Immediate

Are you a motivated and detail-driven IFA Administrator looking to grow your career in a professional, client-focused environment? We are working with a fully independent financial planning firm based just outside Reading, seeking an ambitious individual to join their close-knit team.

• Provide administrative support to Financial Advisers
• Prepare client documentation and reports
• Maintain accurate client records using Intelligent Office (IO)
• Liaise with providers and clients to ensure smooth processing of business
• Shadow advisers and gradually take on more responsibility within the team

• Experience in an IFA or financial planning firm is essential
• Ideally Diploma Level 4 qualified (or working towards it)
• Familiarity with IO, Cash Calc, Voyant, Octopus, Aviva, and other common platforms
• Eager to learn, grow, and contribute to a high-performing team
• Professional, articulate, and committed to delivering a solicitor-level client experience

• Salary up to £32,000 depending on experience
• 25 days holiday + bank holidays
• Full benefits package (pension, life cover, dental, healthcare; full details on company website)
• Full exam support and CPD after 6-month probation (reimbursement available if self-funded before)
• Flexible working hours

Join a small, dynamic team of professionals where your development is a priority and your contribution is truly valued. If this sounds of interest, please apply now and we shall get in touch!