IFA Administrator

Adviser Support / Technical Administrator
Financial Planning (SJP)
Witney - Oxfordshire
£27,000 - £33,000 + Bonus

Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes.

This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression.

The Opportunity
You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion.
It's a role that combines:

• Technical accuracy
• Proactive case management
• Consistent, high-quality client communication

You'll be part of a team that values doing things properly, with the systems and structure in place to support that.

What You'll Be Doing

• Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes
• Handling Letters of Authority, provider requests, and documentation from start to finish
• Keeping Salesforce fully up to date with client information, meeting notes, and case progress
• Supporting the adviser with meeting preparation and follow-up
• Acting as a key point of contact for clients, maintaining a professional and responsive service
• Working closely with paraplanners and the wider team to ensure smooth case progression

What They're Looking For

• Experience within financial services (IFA / wealth management / SJP environment ideal)
• Strong attention to detail and organisational skills
• Comfortable managing multiple cases at different stages
• Confident communicator, both written and verbal
• Someone proactive, reliable, and keen to develop

Why This Role Stands Out

• Supportive, well-run practice with clear structure
• Close adviser relationship (not a "processing factory" role)
• Genuine focus on development and progression
• Exposure to the full client journey
• Bonus structure in place

If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.