IFA Administrator

Do you want to be part of a nationally renowned high net worth Wealth Management company? As an IFA Administrator you will be joining one of the UK’s largest financial planning and investment firms, known for its long-standing reputation and trusted client relationships.

This is a great company, who really looks after its staff and you will feel valued and rewarded for the work that you do. The benefits with this role are outstanding, which reflects how much this company values its staff.

You will be working for a close-knit, quality-led Wealth Management firm who are looking to welcome an experienced IFA Administrator into their small support team to work closely with their Financial Planners and clients. Yours will be career in IFA support and you will recognise how important great service, strong organisation, and proactive thinking are to delivering exceptional client outcomes.

As part of this collaborative and supportive team, everyone plays a visible role in the client journey. That means you will be confident, self-motivated and proactive in mindset. As someone able to think on your feet you will enjoy taking ownership rather than waiting for instruction.

This is a role for someone who enjoys responsibility, values trust, and takes pride in being the calm, capable presence behind great financial advice.

The role

At the heart of this position is service – to clients, advisers, and the wider business. You’ll be a central point of contact, ensuring that client relationships are supported with care, accuracy and consistency, and that the advice process runs smoothly from onboarding through to ongoing service.

You’ll be responsible for:

• Supporting advisers with end-to-end client servicing
• Managing client onboarding and ongoing service activity with efficiency and precision
• Maintaining accurate client records across internal systems and third-party platforms
• Coordinating appointments, meetings, diaries and client communications
• Preparing client meeting documentation, valuations and review materials
• Handling client queries with confidence, care and professionalism
• Managing workflow and service requests to ensure timely progression
• Maintaining high standards of record keeping and documentation
• Working closely with colleagues to ensure smooth operations across the business
• Contributing proactively to service improvements and operational efficiencies

This role goes beyond task delivery, it’s about ownership, awareness, and contribution. You will be trusted to spot issues early, solve problems intelligently, and help keep the whole operation running smoothly.

About you

This role will suit someone who already understands the rhythm of an IFA practice and feels confident operating within it.

You’ll bring:

• Experience in an IFA or financial advice support / client service / administrator role
• Strong understanding of financial services processes and client servicing
• High levels of organisation and attention to detail
• Confidence using CRM systems and financial services platforms
• A naturally proactive mindset – looking for solutions
• The ability to think on your feet and adapt in a fast-moving environment
• A strong sense of ownership and accountability
• Excellent communication skills, written and verbal
• A calm, professional, client-first approach
• Genuine self-motivation and pride in doing things properly

This is a role for someone who values being relied upon – someone who enjoys being the steady, capable presence that advisers and clients trust.

Why this role stands out

This is a chance to join a business where:

• Service quality genuinely matters
• People are trusted, not micromanaged
• Your contribution is visible and valued
• Culture is based on respect, professionalism and integrity
• Clients are treated as people, not processes
• Support roles are seen as critical, not secondary

You will be an important part of a committed team, where your experience, judgement and mindset truly matter.

If you’re an experienced IFA or financial advice support professional who wants a role where you can make a real impact, be trusted to take ownership, and work in a business that values quality, people and client care, this will be a genuinely meaningful next step.