IFA Administrator – Join as an Investment Administrator
Are you an experienced financial services professional looking to deepen your impact in a Chartered, award-winning Wealth Management firm? This is a prime opportunity to join a respected, client-centric business looking after HNW individuals. Known for excellence, collaboration, and long-term client relationships, the firm is also proud to have been named “Best Financial Adviser to Work For” three times by Professional Adviser.
This role offers the chance to be part of a dynamic Investment Team where development is nurtured, voices are heard, and progression — including potential future equity ownership — is genuinely on offer.
The Opportunity
The Investment Administrator (officially titled Investment Accounts Executive) plays a pivotal role in supporting the firm’s high-net-worth client base, including individuals, pensions (SIPPs/SSAS), trusts, charities, and corporate clients.
You’ll act as a key liaison for clients, ensuring exceptional administrative support across the full investment lifecycle — from account set-up and portfolio maintenance, to valuations and supporting reviews. You’ll also work closely with Financial Planners, Paraplanners, and Investment Managers to help deliver excellent outcomes, all in line with a collaborative and professional investment strategy.
Why Apply?
Salary & Benefits
Salary: £25,000–£33,000 (DOE + qualifications), Discretionary performance bonus
Pension: 5% employer contribution (increasing with service) + salary sacrifice
Free Onsite Parking
Hybrid Working: After training and induction
Key Responsibilities
To be considered:
Remote Investment Administrator • Peterborough, England
A successful wealth management firm in Stamford is seeking a Senior Pensions Administrator / IFA Paraplanner.The ideal candidate will hold at least a Diploma qualification, ideally at Level 4, and ... Show more
FDR Law in the United Kingdom offers experienced Residential Conveyancers a remote consultancy path with real autonomy over your practice.You’ll manage your own caseload, generate client instructio... Show more
Amplius is seeking a Leasehold Partnerships Officer in a hybrid role based in Peterborough.This permanent full-time position is vital for ensuring leases and agreements run smoothly while collabora... Show more
We are seeking a client-focused residential property solicitor on behalf of an established multi practice area firm.This role offers the opportunity to manage a varied caseload of residential prope... Show more
Private Client Partner | Suffolk / Hybrid | c.A top 200 UK law firm with an ambitious, collaborative culture that drives the business and truly values their people are seeking an ambitious and... Show more
Meet the Protection Sales Team.We're a growing team of almost 30 dedicated Protection Advisors, led by two experienced Sales Managers.Backed by a vibrant culture and a clear sense of purpose, we're... Show more
Blusource Finance Limited in Derby is seeking an experienced Accountant to join as Portfolio Manager, handling a portfolio of clients and delivering comprehensive accounting and advisory services i... Show more
Regional Recruitment in Leicester is seeking a Senior Data Administrator to maintain high-quality data and support commercial activities.You will manage large data volumes, verify accuracy, and hel... Show more
Recruitment Manager - Temporary & Non-Profit.Express Recruitment is currently working with a leading financial services company, specializing in community development finance, who are seeking a hig... Show more
Blusource in the United Kingdom is seeking an ambitious Finance Broker to join a growing brokerage and take over an existing pipeline, playing a key role in expanding the commercial finance divisio... Show more
A leading accountancy practice in the UK is seeking a stamp taxes specialist at Director level.The role involves leading client projects, providing expert tax advice, and working with high-profile ... Show more
We are seeking a UK-based Proxy Director to assist with opening a UK bank account and ensuring ongoing compliance with statutory obligations.This is a part-time, non-operational role with a minimal... Show more
Purple Pete offers an exciting UK-based opportunity for a reliable, self-motivated individual to work remotely.This flexible, self-employed role allows you to help households save money by reviewin... Show more
PwC UK is seeking a Senior Manager for the Private Business Indirect Tax team, covering VAT, customs, excise and related tax challenges.The role involves delivering advisory, operational and compli... Show more
Survey a global portfolio of Renewable assets and supporting with the placement of their insurance through development of underwriting reports.Improve the process safety performance for our client ... Show more
Home Visits Optometry Partner – Norwich 1.A Career Move With Purpose, Flexibility and Real Ownership.If you’re looking to take the next step in your career — one that gives you greater purpose, gen... Show more
Were on a mission to make homes more efficient, and more sustainable.As a leading provider of home improvement solutions, we specialise in helping homeowners save energy, reduce costs, and enhance ... Show more
This role is responsible for managing a personal caseload of Wills, Probate, Tax & Trust matters whilst also supporting on more complex matters with senior members of the team.Responsible for liais... Show more
East Midlands | Multi‑Site Leadership Role | Salary Up To £150,000 + Executive Benefits.AtkinsClarke have been exclusively engaged to deliver on the search for a commercially focused Divisional Fin... Show more
My client is an Alternative Lender providing Bridging Finance.They are growing their operations function and looking to recruit an experienced Completions Office / Senior Completions Officer.This i... Show more
