IFA Administrator - TR-081125

Job Title: IFA Administrator
Contract: Permanent
Salary: Circa £30,000 – £35,000 per annum
Hours: Monday to Thursday 09:00 – 17:00 (1hr lunch break)
Friday 08:30 – 16:00 (30-minute lunch break)
Location: Henley-in-Arden with hybrid working
Benefits: 25 days holiday plus bank holidays (including Christmas & New Year office closure), 5% employer pension contribution (3% employee), Death in Service benefit, Cashback healthcare scheme, Free on-site, secure parking, Hybrid working, enjoy a mix of office collaboration and home-based focus time, Support for professional qualifications and ongoing career development.

Looking for a role where your IFA administration experience, attention to detail, and ability to get things done are truly valued? If you’re an experienced Financial Services Administrator who can hit the ground running and is ready for a fresh challenge within a supportive, professional team, this could be the perfect opportunity for you.

Join a friendly and well-established firm where you’ll work closely with expert Financial Advisers, supporting them in delivering outstanding service to clients. You’ll enjoy a varied workload, hybrid working, excellent benefits, and the opportunity to further develop your skills in a people-focused environment.

What you’ll be doing:
• Providing comprehensive administrative support to Financial Advisers across investments, pensions, protection, and tax planning.
• Managing client queries with professionalism and care.
• Liaising with product providers and third parties to obtain accurate information.
• Preparing documentation, reports, and client review packs.
• Maintaining meticulous client records in line with FCA compliance and company policies.
• Ensuring processes run smoothly, even during busy periods or staff absence.

What we’re looking for:
• Previous experience working as an IFA Administrator or within a financial planning practice is essential.
• Strong understanding of investments, pensions, and protection products.
• Confident IT skills, including Microsoft Word, Excel, and Outlook (experience with Intelliflo is an advantage, but training can be provided).
• Excellent communication skills, both written and verbal.
• A proactive, organised approach with the ability to prioritise tasks and meet deadlines.
• A genuine team player who enjoys contributing to a positive and collaborative working culture.

If you’re looking for a role where your experience is recognised, your growth is supported, and your contribution makes a real difference, we’d love to hear from you. Apply today and take the next step in your career.

If successful, one of our consultants will be in touch via phone or email for a confidential conversation about your experience, skills and suitability for the role. Please check your spam folder for any missed communication from us and ensure your contact details on your CV are up to date.