Ifa Administrator - Part time

IFA Administrator Part time

Location: Wokingham

Salary: £30,000 £36,000 (pro-rata)

4 days per week

Permanent Office-based

Are you an experienced IFA Administrator looking for a stable, well-structured role where your pensions and investments knowledge is valued?

Our client, a well-established financial planning firm based in Wokingham, is looking to welcome a skilled IFA Administrator to support Senior Advisers across investments and pensions. This is a varied, hands-on role offering long term progression, flexibility around working patterns, and the opportunity to work closelywith experienced IFAs.

If you enjoy being the backbone of the advisory process ensuring accuracy, compliance, and excellent client service this could be an excellent next step.

The Role

Managing client correspondence via phone, email, portals, and messages

Acting as the first point of contact for both general and technical client queries

Liaising with platforms and providers to research and resolve queries

Processing pensions and investment transactions including contributions, withdrawals, drawdowns, income payments, and fund switches

Maintaining accurate client records on Intelliflo (IO) and spreadsheets

Preparing clear and accurate summaries for new clients

Reviewing suitability and review reports to ensure accuracy and compliance

Monitoring and managing client portal communications

Reviewing adviser meeting notes and implementing agreed actions and follow-ups

About You

Previous experience in an IFA Administration role, with solid knowledge of pensions and investments

Strong organisational skills with excellent attention to detail

Confident, professional telephone manner and clear written communication

Proficient in Microsoft Office

Experience using Intelliflo (IO) is highly advantageous

What s on Offer

Salary up to £36,000 depending on experience

4-day week (Monday Thursday) salary pro rata

28 days annual leave

Company pension

Office conveniently located with excellent transport links from Wokingham station

Supportive, professional environment with experienced advisers