IFA Administrator - 2 days in the office

mbf; Bradley Stoke; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Company pension scheme

Discretionary bonus

Hybrid working - 2 days in the office

Private medical and dental insurance

Life insurance

Cycle to work scheme

Free on-site parking

Job summary

mbf is recruiting an IFA Administrator to provide essential administrative support to Independent Financial Advisers and help ensure smooth client service delivery within a professional, client-focused firm.

The role suits someone with prior IFA or broader financial services administration experience, offering opportunities for career development in pensions, platforms, investments, or wealth management.

Qualifications

• Experience in financial services administration, preferably within an IFA/wealth management setting.
• Strong attention to detail and accuracy in documentation and records.
• Excellent organisational and administrative skills with the ability to manage multiple tasks.
• Proficient in Microsoft Office and standard office software.

Responsibilities

• Manage day-to-day administration for client accounts with regulatory compliance.
• Prepare client documentation, reports and correspondence for advisers and reviews.
• Gather information and maintain accurate client records for financial planning processes.
• Process and administer pension, investment and platform-related tasks.
• Support advisers with meeting preparation, diary management and client communications.
• Maintain internal systems and records using company platforms and MS Office.
• Respond to client queries professionally and deliver high-quality service.
• Assist with portfolio information, valuations and supporting documentation for meetings.

Skills

Financial services administration

Attention to detail

Organisational skills

Multitasking

Client communication

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

We are currently recruiting for an IFA Administrator to join a highly regarded and growing financial planning firm. This is an excellent opportunity for an experienced administrator from a financial services background to become part of a professional, client-focused organisation that prides itself on delivering high-quality, tailored financial advice and exceptional client service.

The Company

This well-established financial services firm has built a strong reputation for providing holistic, client-focused advice across a broad range of financial planning areas. With a collaborative and supportive culture, the business places a strong emphasis on professional development, employee wellbeing, and delivering excellent outcomes for clients.

The team environment is friendly, professional, and fast-paced, offering the opportunity to work alongside experienced advisers and industry professionals who are committed to maintaining high standards. This is a business that genuinely invests in its people and supports long‑term career development.

The Role

As an IFA Administrator, you will provide essential administrative support to Independent Financial Advisers, helping to ensure the smooth delivery of client services and the efficient management of financial planning processes.

The role will suit someone with previous experience within an IFA environment, but the company is also open to candidates with broader financial services administration experience, including backgrounds in platforms, pensions, investments, wealth management or other regulated financial services roles.

Key responsibilities will include:

• Managing and coordinating day‑to‑day administration for client accounts, ensuring accuracy and compliance with regulatory requirements
• Preparing client documentation, reports, and correspondence to support advisers and client reviews
• Assisting with financial planning processes, including gathering information and maintaining accurate client records
• Processing and administering pension, investment, and platform‑related tasks
• Supporting advisers with meeting preparation, diary management, and client communications
• Maintaining internal systems and records using Microsoft Office and company platforms
• Responding to client queries professionally and efficiently, providing a high level of service
• Assisting with portfolio information, valuations, and supporting documentation for client meetings

About You

To be successful in this role, you will have:

• Previous experience in financial services administration, ideally within an IFA, wealth management, pensions, investments, or platform environment
• A good understanding of financial services processes and terminology
• Strong attention to detail with excellent organisational and administrative skills
• The ability to manage multiple tasks while maintaining accuracy and quality
• Strong communication skills with the confidence to build relationships with clients and colleagues
• Good analytical skills and the ability to prepare accurate reports and documentation
• Proficiency in Microsoft Office, particularly Word, Excel, and Outlook

What’s on Offer

• Competitive salary package
• Company pension scheme
• Discretionary bonus
• Hybrid working - 2 days in the office
• Private medical and dental insurance
• Life insurance
• Cycle to work scheme
• Free on-site parking

This is a fantastic opportunity for an administrator looking to develop their career within a respected financial planning firm. Whether you are already working within an IFA environment or have gained relevant experience across pensions, platforms, investments, or wider financial services, this could be an excellent opportunity to join a supportive and forward‑thinking team.