IFA Administrator | Wealth Management | Wendover, Buckinghamshire
While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
Up to £32,000 + Excellent Benefits | Hybrid Working | Career Development
Ready to take the next step in your Wealth Management career?
If you're an experienced IFA Administrator who enjoys delivering exceptional client service and being at the heart of the financial planning process, this is an opportunity to join a highly respected, growing Wealth Management firm where your contribution will be genuinely valued.
Working alongside experienced Financial Advisers and Paraplanners, you'll play a pivotal role in ensuring clients receive a seamless, professional experience from initial enquiry through to implementation and ongoing reviews. This is a varied, fast-paced position offering exposure to all aspects of financial planning and the opportunity to build a long-term career within a supportive and ambitious business.
The Role
As an IFA Administrator, you'll become an integral part of the advice team, supporting advisers across a broad range of client cases by:
Processing new business across pensions, investments and protection.
Preparing client documentation, valuations and annual review packs.
Managing Letters of Authority and obtaining policy information from providers.
Maintaining accurate client records and updating back-office systems.
Monitoring business pipelines and keeping advisers and clients informed throughout the advice process.
Liaising with providers and third parties to ensure applications progress efficiently.
Supporting pre-sale and post-sale administration while delivering exceptional client service.
Assisting with ongoing client reviews and helping maintain the highest standards of compliance and accuracy.
No two days are the same, making this the perfect opportunity for someone who enjoys variety, organisation and being part of a collaborative team.
About You
We're looking for someone who can demonstrate:
Previous experience as an IFA Administrator or Wealth Management Administrator.
A good understanding of pensions, investments and financial planning administration.
Excellent organisational skills and exceptional attention to detail.
Strong communication and relationship-building skills.
The ability to manage multiple priorities while maintaining accuracy.
Confidence using Microsoft Office and financial services back-office systems.
A proactive attitude and genuine desire to build a successful career within Wealth Management.
Whether you're already studying towards your Level 4 Diploma in Financial Planning or looking to begin your professional qualifications, you'll receive full support and encouragement to continue your development.
What's On Offer?
Salary up to £32,000 , depending on experience.
Hybrid working.
25 days' annual leave plus your birthday off.
Company pension.
Death in Service benefit.
Full support towards industry-recognised qualifications.
Cycle to Work Scheme.
Genuine long-term career progression within a growing Wealth Management business. xwwtmva
Friendly, supportive team culture where your contribution is recognised and rewarded.
If you're looking for an opportunity to develop your career with a professional firm that invests in its people and offers genuine progression, we'd love to hear from you.
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