mbf
IFA Administrator - 2 days in the office
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We are currently recruiting for an IFA Administrator
To join a highly regarded and growing financial planning firm. This is an excellent opportunity for an experienced administrator from a financial services background to become part of a professional, client-focused organisation that prides itself on delivering high-quality, tailored financial advice and exceptional client service.
The Company
This well-established financial services firm has built a strong reputation for providing holistic, client-focused advice across a broad range of financial planning areas. With a collaborative and supportive culture, the business places a strong emphasis on professional development, employee wellbeing, and delivering excellent outcomes for clients.
The team environment is friendly, professional, and fast-paced, offering the opportunity to work alongside experienced advisers and industry professionals who are committed to maintaining high standards. This is a business that genuinely invests in its people and supports long-term career development.
The Role
As an IFA Administrator, you will provide essential administrative support to Independent Financial Advisers, helping to ensure the smooth delivery of client services and the efficient management of financial planning processes.
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The role will suit someone with previous experience within an IFA environment, but the company is also open to candidates with broader financial services administration experience, including backgrounds in platforms, pensions, investments, wealth management, or other regulated financial services roles.
Key responsibilities will include:
- Managing and coordinating day-to-day administration for client accounts, ensuring accuracy and compliance with regulatory requirements
- Preparing client documentation, reports, and correspondence to support advisers and client reviews
- Assisting with financial planning processes, including gathering information and maintaining accurate client records
- Processing and administering pension, investment, and platform-related tasks
- Supporting advisers with meeting preparation, diary management, and client communications
- Maintaining internal systems and records using Microsoft Office and company platforms
- Responding to client queries professionally and efficiently, providing a high level of service
- Assisting with portfolio information, valuations, and supporting documentation for client meetings
About You
To be successful in this role, you will have:
- Previous experience in financial services administration, ideally within an IFA, wealth management, pensions, investments, or platform environment
- A good understanding of financial services processes and terminology
- Strong attention to detail with excellent organisational and administrative skills
- The ability to manage multiple tasks while maintaining accuracy and quality
- Strong communication skills with the confidence to build relationships with clients and colleagues
- Good analytical skills and the ability to prepare accurate reports and documentation
- Proficiency in Microsoft Office, particularly Word, Excel, and Outlook
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What’s on Offer
- Competitive salary package
- Company pension scheme
- Discretionary bonus
- Hybrid working - 2 days in the office
- Private medical and dental insurance
- Life insurance
- Cycle to work scheme
- Free on-site parking
This is a fantastic opportunity for an administrator looking to develop their career within a respected financial planning firm. Whether you are already working within an IFA environment or have gained relevant experience across pensions, platforms, investments, or wider financial services, this could be an excellent opportunity to join a supportive and forward-thinking team.
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