IFA Administrator

An exciting opportunity has arisen for an experienced IFA Client Administrator to join a leading UK wealth management firm . This role provides exposure to high-value clients, complex financial cases, and senior Financial Planners within a structured, professional environment where your contribution is valued and your career development is supported.

What the role involves:

• Providing end-to-end administrative support to Financial Planners
• Processing new business across ISAs, GIAs, pensions, offshore bonds, and trusts
• Preparing meeting packs, valuations, and client documentation
• Maintaining accurate client records and back‑office systems
• Liaising with operational teams and third‑party providers
• Supporting the use of client portals and other digital tools

This is a hybrid working role , offering a balance of office-based collaboration and remote flexibility. The firm ...