IFA Administrator

mbf; Poole; On-site; GBP 30,000 - 36,000; Full time

Job summary

A well-established financial planning practice in Poole is seeking an IFA Administrator. The role involves supporting Financial Advisers and managing client communications. The firm values professional development, offering a collaborative culture and genuine opportunities for career progression in a growing team.

Benefits

Performance-based bonus

Support for market exams and professional development

Company benefits package

Qualifications

• Previous experience in a financial planning or wealth management administration role.
• Strong organisational and communication skills.
• Proactive, detail-oriented, and a team player.

Responsibilities

• Preparing client documentation, reports, and meeting packs.
• Processing new business and liaising with product providers.
• Maintaining accurate client records and back-office systems.

Skills

Organisational skills

Communication skills

Client relationship management

Education

Experience in financial planning or wealth management administration

Job description

2 days ago Be among the first 25 applicants

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Director/Senior Recruitment Consultant - Financial Services - South West & Wales

An excellent opportunity has arisen for an IFA Administrator to join a well-established, boutique financial planning practice based in Poole. Known for their professional yet friendly culture, this medium-sized firm offers a supportive environment, strong values, and a commitment to delivering outstanding client service.

You'll be joining a close-knit and collaborative team, working alongside Financial Advisers, Paraplanners, and fellow Administrators to provide high-quality support throughout the advice process. This is a company that truly values its people—reflected in their low staff turnover, personalised training, and opportunities for career progression.

The role:

As an IFA Administrator, you will play a vital role in the day-to-day operations of the business, supporting the advice process from start to finish.

Key responsibilities include:

• Preparing client documentation, reports, and meeting packs
• Processing new business and liaising with product providers
• Maintaining accurate client records and back-office systems
• Supporting Financial Advisers and Paraplanners with administrative tasks
• Managing client communications, both by phone and email
• Ensuring all work is carried out in line with compliance and company procedures

About you:

• Previous experience in a financial planning or wealth management administration role
• Strong organisational and communication skills
• Confident working with clients and internal stakeholders
• Proactive, detail-oriented, and a team player
• Keen to develop your skills and progress within the industry

What’s on offer:

• Basic salary up to £36,000 depending on experience
• Performance-based bonus
• Company benefits package
• Support for market exams and professional development
• Genuine opportunities for progression within a growing, supportive firm
• A welcoming, people-focused culture with a strong team

This is a fantastic opportunity to join a respected and friendly firm where you’ll be supported, challenged, and given the tools to grow your career in financial services.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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