IFA Admin

IFA Administrator Location: WA12 (Fully Office-Based)
Salary: Up to £28,500 (Experience & Qualifications Dependent)
Hours: Full-time (9:30am–4:30pm) | Part-time considered
Benefits: Full Study Support + excellent progression opportunities
Start Date: Early Q1 2026
I am currently representing a highly reputable and growing financial planning firm that is entering an exciting phase of expansion. Due to continued acquisitions and increasing client demand, the team is now looking to add an IFA Administrator to support their advisers and practice manager.
This is an excellent long-term opportunity for someone with solid financial services administration experience who wants to develop their expertise within a supportive and collaborative environment.
What We’re Looking For
Previous financial services administration experience (1 year+ ideal)
Experience in IFA/wealth management admin or platform/provider experience
Confident working in a fully office-based role (no hybrid)
Lives within commutable distance of WA12
Strong attention to detail, reliability and a proactive approach
Professional communication skills and willingness to learn
Exams not essential – full study support provided Key Responsibilities
Preparing client documentation including review packs, meeting packs and correspondence
Maintaining and updating the CRM and supporting the firm’s client contact strategy
Producing new business forms, trust documents and associated paperwork
Processing ongoing admin tasks such as withdrawals, fund switches and bereavement cases
Liaising with providers, advisers and internal teams
Supporting the practice manager with general administrative duties
Contributing positively to a small, friendly and collaborative team Why This Role Stands Out
The business is in a major growth phase, with clear acquisition plans over the next 6–12 months
Work closely with an experienced practice manager and three adviser-directors
Two additional advisers joining over the next year—bringing even more experience to learn from
Genuine opportunity for development as the team expands
Full study support for those wishing to progress their knowledge and qualifications Interview Process
Interviews available online or in person
Applicants close to meeting the criteria are welcome to apply
Quick decision-making and a clear onboarding timeline If you have financial services admin experience and want to join an ambitious firm with excellent support and career development, please apply today. I’d be happy to discuss the role further and guide you through the next steps