Location: Marlow (office-based, 5 days per week)
Salary: £34,000 - £38,000 per annum (dependent on experience)
Job Type: Full-time, permanent
The Role
We are seeking an experienced IFA Administrator to join a successful and growing wealth management firm in Marlow. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to take the next step in their career within a professional and supportive environment.
As an IFA Administrator, you will play a key role in supporting financial advisers and paraplanners, ensuring that clients receive an excellent level of service and that all advice processes run smoothly and compliantly.
Key Responsibilities
- Preparing and processing client documentation including applications, fact-finds, risk assessments, suitability reports, and review packs.
- Liaising with clients, investment platforms, product providers and third parties to obtain information and progress cases.
- Maintaining and updating client records on CRM systems with a high degree of accuracy.
- Preparing client meeting packs and handling follow-up actions.
- Supporting periodic and annual client reviews.
- Assisting with compliance and regulatory requirements including file checks and FCA record-keeping.
- Providing general administrative support to the adviser team, including correspondence and workflow management.
Skills & Experience Required
Essential:
- Previous experience as an IFA Administrator / Financial Planning Administrator.
- Strong knowledge of financial services processes and FCA compliance requirements.
- Excellent organisational skills with the ability to prioritise workloads effectively.
- High attention to detail and accuracy.
- Strong communication skills, both written and verbal.
- IT proficient, including Microsoft Office; knowledge of financial planning software advantageous.
Desirable:
- Experience with investment platforms, pensions, ISAs, and protection products.
- Progress towards financial services qualifications (e.g. CII).
What's on Offer
- Competitive salary of £34,000 - £38,000 (DOE).
- Full support for professional development and exam progression.
- Opportunity to work in a collaborative and professional team environment.
- Exposure to a wide range of financial planning areas including investments, pensions, protection, and tax planning.
- Office-based role in an attractive location (Marlow).
How to Apply
If you are an experienced IFA Administrator looking for your next opportunity in wealth management, we'd love to hear from you.
Please send your CV and covering letter to Ryan at Financial Divisions.
Early applications are encouraged, and all applications will be treated in the strictest confidence.