IFA Administrator
CV-LibraryGBpermanentPosted: 6 March 2026
Apply NowA well-established and highly respected financial planning firm is looking for an experienced IFA Administrator to join their growing team. This is a fantastic opportunity for someone with strong industry knowledge who enjoys supporting advisers and delivering exceptional service to clients.
You will play a key role in ensuring the smooth running of the advisory process, working closely with advisers and paraplanners while managing client relationships and administrative workflows.
Key Responsibilities
Providing full administrative support to Financial Advisers
Preparing and processing new business applications across pensions, investments, and protection
Managing client documentation and maintaining accurate records
Liaising with providers, platforms, and clients to obtain information and progress cases
Preparing review packs and client meeting documentation
Monitoring pipelines and following up on outstanding business
Ensuring compliance with FCA regulations and internal procedures
Requirements
Previous experience working within an IFA / Wealth Management environment
Strong knowledge of pensions, investments, and financial planning products
Experience using provider platforms and back-office systems
Excellent organisational skills and attention to detail
Strong communication and client service skills
Ability to manage multiple cases and deadlines efficiently
What’s on Offer
Competitive salary depending on experience
Supportive and collaborative working environment
Opportunity to work with experienced advisers in a growing firm
Long-term career progression within financial planning
This role would suit a career IFA Administrator who enjoys being part of a professional client-focused team and wants to work in a firm that values high standards and long-term client relationships
You will play a key role in ensuring the smooth running of the advisory process, working closely with advisers and paraplanners while managing client relationships and administrative workflows.
Key Responsibilities
Providing full administrative support to Financial Advisers
Preparing and processing new business applications across pensions, investments, and protection
Managing client documentation and maintaining accurate records
Liaising with providers, platforms, and clients to obtain information and progress cases
Preparing review packs and client meeting documentation
Monitoring pipelines and following up on outstanding business
Ensuring compliance with FCA regulations and internal procedures
Requirements
Previous experience working within an IFA / Wealth Management environment
Strong knowledge of pensions, investments, and financial planning products
Experience using provider platforms and back-office systems
Excellent organisational skills and attention to detail
Strong communication and client service skills
Ability to manage multiple cases and deadlines efficiently
What’s on Offer
Competitive salary depending on experience
Supportive and collaborative working environment
Opportunity to work with experienced advisers in a growing firm
Long-term career progression within financial planning
This role would suit a career IFA Administrator who enjoys being part of a professional client-focused team and wants to work in a firm that values high standards and long-term client relationships