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IFA Administrator
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Established, Client-Focused Financial Planning Firm Seeks Experienced Group Administrator
An established, client-focused financial planning firm is looking for an experienced Group Administrator to join its growing team.
About the Role
This is a varied role supporting financial planners and paraplanners with client servicing, new business processing, and the smooth running of day-to-day operations. You’ll work across the business, helping to ensure clients receive a consistently high standard of service.
What You’ll Be Doing
- Managing new business applications, transfers, and ongoing client servicing.
- Liaising with clients, advisers, paraplanners, and providers.
- Coordinating annual reviews and preparing client documentation.
- Maintaining accurate client records and managing workflows.
- Supporting multiple advisers and teams across the business.
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What We're Looking For
- Previous experience in financial planning, wealth management, or an IFA administration role is essential.
- You’ll be organized, proactive, and confident managing multiple priorities, with a good understanding of pensions, investments, and financial planning processes.
- Experience with Intelliflo Office or a similar back-office system would be beneficial.
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What's on Offer
- Salary of £30,000–£38,000 depending on experience.
- Hybrid and flexible working.
- 8% employer pension contribution.
- Private medical insurance and income protection.
- Annual performance bonus.
- 22 days’ holiday, plus your birthday, bank holidays, and Christmas office closure.
- Exam support and additional study leave.
Interested?
Get in touch with Joanna at Guild Search for a confidential conversation.
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