IFA Administrator - Hybrid Working

JR United Kingdom; Reading; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A leading Financial Planning firm is seeking an experienced IFA Administrator in Reading. This role offers a comprehensive support function to Financial Planners and high-net-worth clients, with a focus on excellent client outcomes. Attractive salary package, hybrid working model, and opportunities for professional development are key features of this position.

Benefits

Discretionary Bonus

Private medical insurance

Training and development support

Pension

Death in service benefit

Qualifications

• Minimum 2 years' experience in Wealth Management/Financial Planning.
• Proactive and highly organised.

Responsibilities

• Build and maintain relationships with Financial Planners and clients.
• Ensure timely and compliant client reviews.

Skills

Communication

Detail-oriented

Organizational skills

Education

CII qualifications

Job description

Social network you want to login/join with:

IFA Administrator - Hybrid Working, reading

col-narrow-left

Client:

mbf

Location:

reading, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

3

Posted:

06.06.2025

Expiry Date:

21.07.2025

col-wide

Job Description:

We are working with one of the UK’s leading Financial Planning & Investment Management firms, known for its strong heritage and outstanding reputation. While they have a national presence, they maintain a close-knit, friendly working environment. Their Financial Planning division has grown significantly in recent years, with ambitious plans for continued expansion.

The opportunity

They are seeking an experienced IFA Administrator to join the team in Bracknell. In this role, you will provide comprehensive support to a team of successful Financial Planners and a portfolio of high-net-worth (HNW) clients.

Key Responsibilities:

• Build and maintain strong relationships with Financial Planners and clients.
• Work closely with Paraplanning and internal teams to ensure efficient and high-quality administration, resulting in excellent client outcomes.
• Ensure timely and compliant client reviews in line with service levels and regulations.
• Assist in the scheduling and preparation of client meetings.
• Ensure all client files are accurate and up to date, both pre- and post-meeting.
• Manage all post-meeting administrative tasks, including processing Letters of Authority and submitting business to various platforms and providers.
• Maintain a basic level of industry knowledge through independent learning and workshops.

About You:

• Minimum 2 years' experience in a similar Wealth Management/Financial Planning administration role.
• Ideally working towards CII qualifications (not essential).
• Proactive, detail-oriented, and highly organised.
• Strong communication skills—written, verbal, and listening.

What’s on Offer?

This firm is known for its training and development, providing full support, including financial sponsorship and study leave, to help you attain the Diploma in Financial Planning.

Benefits & Package:

• Salary up to £35,000
• Discretionary Bonus
• Excellent benefits, including pension, death in service, and private medical insurance
• Hybrid working - 3 days in the office, 2 from home
• First-class training & support
• Progression opportunities within a highly respected firm

This is a fantastic opportunity to join a leading organisation and gain valuable experience in a dynamic and professional environment.