IFA Administrator - Hybrid Working

JR United Kingdom; Wakefield; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

Une entreprise leader dans le secteur de la planification financière recherche un Administrateur IFA. Ce poste hybride nécessite de solides compétences en organisation et communication. Les candidats doivent avoir un minimum de 2 ans d'expérience et devront gérer des tâches administratives critiques pour assurer des résultats clients optimaux.

Benefits

Pension

Assurance maladie privée

Formation et soutien financier

Opportunités de progression

Qualifications

• Minimum 2 ans d'expérience en administration dans le domaine de la Gestion de patrimoine.
• Capacités rédactionnelles et verbales fortes.
• Détail important et sens de l'organisation.

Responsibilities

• Gérer les clients et soutenir les planificateurs financiers.
• Assurer la conformité des revues clients et des documents.
• Coordonner les réunions clients et garder les dossiers à jour.

Skills

Organisation

Communication

Proactivité

Education

CII qualifications (souhaitées mais non essentielles)

Job description

Social network you want to login/join with:

IFA Administrator - Hybrid Working, wakefield

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Client:

mbf

Location:

wakefield, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

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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.