Ifa administrator

A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team.

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This is an excellent opportunity for someone with financial services administration experience who wants to develop their career within a modern, high-growth firm with the stability of strong financial backing.

You will play a key role supporting Financial Advisers and Paraplanners, helping deliver a first-class service to clients, while ensuring the advice process runs smoothly and efficiently.

The role offers hybrid working, 3 days in the office, 2 from home and the opportunity to join a collaborative, supportive team where development and career progression are actively encouraged.

The Role
Working closely with Financial Advisers, you will provide comprehensive administrative support to ensure client reviews, recommendations and new business submissions are completed efficiently and in line with regulatory requirements.

You will be responsible for maintaining accurate client records, preparing documentation for client meetings and liaising with providers to obtain key information.

This is a varied and important role that sits at the heart of the client advice process, offering exposure to multiple aspects of financial planning and wealth management.

Key Responsibilities

Preparing advisers for client review meetings by ensuring all client and plan information is up to date

Liaising with providers to obtain policy and plan information and updating internal systems

Producing client valuation reports and review documentation

Preparing meeting packs including research, key documents and supporting information

Supporting advisers with new business submissions and case processing

Handling client and provider enquiries via phone and email

Maintaining accurate client records and documentation

Working collaboratively with advisers and support teams to ensure an excellent client experience

What We’re Looking For

At least 12 months’ experience in an IFA administration or Financial Services support role

Understanding of the financial advice process

Good product knowledge of pensions, investments and protection

Strong organisational skills and attention to detail

Excellent communication skills, both written and verbal

Comfortable working with internal systems and financial platforms

A proactive attitude with a genuine interest in developing within financial services

Why Join?
This is a fantastic opportunity to join a dynamic team, where employees are supported, valued and encouraged to progress.

Benefits Include

Competitive salary

Hybrid working, 3 days office & 2 days home

Private medical insurance

Private pension

25 days holiday plus option to buy additional days

Discretionary performance bonus

Life assurance and health cash plan

Employee Assistance

Additional flexible benefits

This role would suit an IFA Administrator looking to join a progressive, well known national business, where your knowledge base whilst being part of a supportive team with long-term career prospects.

Opportunities to progress, if desired, can all be discussed further on application such as Paraplanning and beyond. Support for industry exams etc are fully funded. xpzdshu

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates.

Location: Kettering, Northamptonshire - Hybrid Working | Salary: £32500 - £35000 per year | Job type: Permanent | Posted: 13/04/2026

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