Job Description
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team.
This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment.
Job Title: IFA Administrator
Salary: Up to 36,000 DOE
Location: Bracknell (3 days office-based)
You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle.
Responsibilities include but are not limited to:
- Supporting Financial Advisers and Paraplanners with day-to-day administration
- Processing new business applications
- Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards
- Preparing documentation for client meetings
- Handling communications via phone, email, and post
- Adhering to FCA regulations and the Financial Services and Markets Act
- Keeping up to date with product, legislative, and regulatory developments
What we are looking for:
- Essential: Previous experience in an IFA / Financial Planning Administrator role
- Strong understanding of financial products including pensions, investments, and protection
- High level of IT literacy (Word, Excel, Outlook, Teams)
- Excellent written and verbal communication skills
- Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively
- Proactive, self-motivated, and solution-focused
If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application.
Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.
We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.
PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
