Swarm Recruitment
IFA Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Title: IFA Administrator
Location: Cambridge office primarily - see further location details below
Basic Salary: Up to £33,000
Hours: Mon - Fri - 9am - 5.30pm
Please Note
We ask that only candidates who meet the majority of the skills and experience outlined in this advert, to apply. Applications that do not meet the criteria will not be considered.
About our client and the role
Swarm Recruitment are pleased to be partnered with an Independent Wealth Management firm to support their recruitment of an experienced IFA Administrator. They specialise in delivering highly personalised financial planning to individuals, families and business owners. The firm is known for its relationship-led approach, taking the time to truly understand clients’ ambitions and provide tailored, long-term advice, underpinned by a strong commitment to integrity, professionalism and exceptional client service.
As an IFA Administrator you will be part of the administration team supporting experienced Chartered Advisors. This will include administration, coordination and preparation of client work. Ensuring accuracy, task progression and communication throughout is vital, as well as working with discretion, continuous improvement and a calm and professional manner. In addition, you will support the day-to-day management of the office and act as a professional and personable first point of contact for clients, ensuring a welcoming environment and an excellent level of service.
This is a great opportunity to join a company who offers a collaborative and highly supportive working environment. You will be based primarily in the Cambridge office as well as working one day a week (Tuesday) in the Stanstead office, so location is key.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Salary & Benefits
- £27,000 - £33,000 depending on experience
- Collaborative and supporting working environment
- 23 days + BH’s
- An extra day off on your Birthday
- Discretionary Christmas office closure
- Support for undertaking professional exams - financial and study support days
- Pension Contribution - 5%
- Private Medical Insurance, Medical Cash Plan, Income Protection - after probation
- Employee Assistant Programme
- Parking
- Team breakfasts
Working Hours & Location
9am - 5.30pm - flexibility to work set tailored hours
Hybrid working:
- Monday & Friday - work from home if business needs allow
- Tuesday - working from the Stansted office
- Wednesday & Thursday - working from the Cambridge office
Required Experience
- Minimum 18 months experience in a similar administration role within a Financial Advice firm
- Strong administration and organisational skills
- Excellent rapport and relationship building skills
- Excellent written and verbal communication skills
- Proactive, collaborative and curious mindset
- Ensuring service excellence at every stage of the journey and working with a methodical and calm approach
Role Responsibilities
- Prepare accurate pre‐and post‐meeting materials
- Provide timely responses to client queries
- Support the onboarding process by gathering information, issuing and tracking Letters of Authority
- Progress clients work by tracking tasks, checking status updates and highlighting areas for attention
- Maintain clear, accurate and complete electronic client files which are audit ready.
- Capture and update Know Your Client information across all systems and platforms.
- Process new business (contributions, transfers and withdrawals)
- Administration and coordination for investment‐related tasks
- Liaise with product providers, platforms and advisers to obtain information or progress actions
- Assemble complete and up to date annual review and catch‐up meeting packs.
- Adhere to GDPR and data‐security requirements.
- Ensure the CRM is accurate and up to date
- Support a smooth and organised client journey with consistent communication and preparation standards.
- Meet and greet clients in a professional, warm and personable manner.
- Act as the first point of contact for clients visiting the office.
- Take regular meter readings and assist with general office upkeep.
- Monitor and replenish office supplies, including tea, coffee and biscuits.
- Assist with opening and closing the office when required.
- Help maintain a welcoming, organised and professional office environment.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
By applying for this position
You agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills