IFA Administrator

Fram Search; Maidenhead; On-site; GBP 25,000 - 32,000; Full time

Job summary

A financial planning firm in Maidenhead is looking for an experienced IFA Administrator to provide comprehensive support to its Advisors and Paraplanners. Responsibilities include maintaining client databases, processing applications, and ensuring excellent service. Candidates should have proven experience in IFA administration and proficiency in Intelligent Office. This role offers the chance to join a stable, friendly team focused on high-quality financial advice and client relationships.

Qualifications

• Proven experience in an IFA administration role is essential.
• Confidence in using Intelligent Office for client management.
• Strong organisational skills to manage multiple tasks efficiently.
• Proficient in Microsoft Office Suite.
• Background in financial planning is advantageous.

Responsibilities

• Provide administrative support to a team of Advisors and Paraplanners.
• Maintain and update the client database and records.
• Process new business applications and documentation.
• Liaise with clients and the advisory team to ensure excellent service.
• Liaise with clients, providers, and the advisory team to ensure excellent service.
• Handle general office administration within a collaborative team.

Skills

Proficiency with Intelligent Office (IO)

Strong organisational skills

Proficiency in Microsoft Office Suite

Experience in IFA administration

Financial planning knowledge

Tools

Intelligent Office

Microsoft Office

Job description

Join to apply for the IFA Administrator role at Fram Search

Fram is delighted to be working with a highly successful Financial Planning firm in Berkshire who is looking for an experienced IFA Administrator to join their growing team.

Our client provides high-quality, independent financial advice to both individuals and businesses, covering pensions, investments, protection, and mortgages. They pride themselves on combining technical expertise with a genuinely client-focused service.

Due to continued growth and internal movement, they are now seeking a talented administrator to support three advisors within a collaborative pod system – ensuring a smooth, efficient, and positive working environment.

This is a fantastic opportunity for someone with proven IFA administration experience who is looking for a stable, well-established firm with a friendly, close-knit team culture.

What you’ll be doing:

• Providing comprehensive administrative support to a team of Advisors and Paraplanners.
• Maintaining and updating the client database (Intelligent Office).
• Processing new business applications and managing client records.
• Assisting with basic report writing and documentation.
• Liaising with clients, providers, and the advisory team to ensure excellent service.
• Handling general office administration as part of a supportive team.

What we’re looking for:

• Previous experience in an IFA administration role (essential).
• Proficiency with Intelligent Office (IO) – must be confident using this system.
• Strong organisational skills and the ability to manage multiple tasks at once.
• Proficient in Microsoft Office Suite.
• Background in financial planning (independent experience preferred, but not essential).
• Work with a respected, client-focused Wealth Manager with strong values.
• Join a stable, supportive, and friendly team where your contribution is valued.
• Be part of a firm that is continuing to grow while maintaining a collaborative culture.

Seniority Level

Not Applicable

Employment Type

Full-time

Job Function

Administrative and Finance

Industries

Financial Services and Investment Management

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