Senior IFA Administrator
Gloucestershire
A well-established and growing wealth management firm is looking to appoint a Senior IFA Administrator to support its continued expansion.
This is an excellent opportunity for an experienced IFA Administrator who wants to step into a more senior role within a structured, supportive environment, with clear progression into paraplanning over time.
The business has a strong reputation for developing staff internally, offering long-term career paths and exposure to more technical work as you progress.
The RoleYou will provide high-quality administrative support to Financial Planners, working across the full advice process and ensuring a smooth client journey from start to finish.
Responsibilities will include:
Supporting advisers with new business submissions and client servicing
Preparing documentation for client meetings and reviews
Managing platforms and provider interactions
Processing fund switches, withdrawals and policy updates
Maintaining accurate records on back-office systems
Liaising with clients, providers and internal teams
What We're Looking For
Minimum 2 years' experience working within an IFA firm
Strong understanding of financial planning processes and administration
Ability to work independently and manage workloads effectively
High attention to detail and organisational skills
Comfortable working in a fast-paced, team-oriented environment
Ideally working towards or interested in starting professional exams
What's on Offer
Salary up to £38,000 depending on experience
Clear progression pathway into paraplanning
Support with professional qualifications and development
Structured onboarding and training
Hybrid working following initial training period
This is a great opportunity to join a firm that genuinely invests in its people and provides a clear route for long-term career growth within financial planning.
If you are an experienced IFA Administrator looking for your next step, apply now or get in touch for more information.
Salary: £30,000 to £38,000 Annual +
Hours Per Week: Full Time
