Cambridge IFA Admin: Front‑Office & Planning Support

Financial Divisions; Cambridge; On-site; GBP 34,000 - 40,000; Full time

Benefits offered by this job

Parking available

Training and induction in Stansted

Job summary

Financial Divisions is expanding its Cambridge office and seeks an experienced IFA Administrator to join a growing team. The role blends strong administration with client-facing and office-management duties, offering varied responsibilities beyond a traditional back-office position.

You will split time between supporting advisers with client work and acting as the main office presence in Cambridge, including reception-style duties, meeting-room prep and facility management.

Qualifications

• At least two years' experience in an IFA, financial planning or wealth management environment.
• Strong administration skills supporting advisers and clients.
• Experience with new business processing and client documentation.
• Familiarity with CRM systems such as Intelligent Office or similar.

Responsibilities

• Support Financial Planners with client caseloads.
• Process new business and liaise with pension, investment and insurance providers.
• Prepare suitability reports and client documents.
• Act as front-of-house and office presence in Cambridge.
• Welcome clients, prepare meeting rooms, manage office supply and facilities.
• Support meetings and ongoing client servicing, chase information and maintain records.

Skills

IFA administration

Client liaison

New business processing

CRM (Intelligent Office)

Tools

Intelligent Office

Microsoft Office

Job description

Financial Divisions is expanding its Cambridge office and seeks an experienced IFA Administrator to join a growing team. The role blends strong administration with client-facing and office-management duties, offering varied responsibilities beyond a traditional back-office position.

You will split time between supporting advisers with client work and acting as the main office presence in Cambridge, including reception-style duties, meeting-room prep and facility management.