IFA Administrator — Office-Based, Study Support & Growth

Integro Partners; United Kingdom; On-site; GBP 24,000 - 29,000; Full time

Job summary

A reputable financial planning firm in the United Kingdom seeks an IFA Administrator to support advisers and practice management. The role requires at least one year of financial services administration experience and offers full study support for professional qualifications. You will handle client documentation, maintain the CRM, and process administrative tasks. The position is fully office-based with strong growth potential and excellent career development opportunities.

Benefits

Full study support

Excellent progression opportunities

Qualifications

• 1+ years of financial services administration experience is ideal.
• Confident in a fully office-based role.
• Willingness to learn and develop professionally.

Responsibilities

• Preparing client documentation including review and meeting packs.
• Maintaining and updating the CRM system.
• Processing ongoing admin tasks including withdrawals and fund switches.
• Liaising with providers, advisers and internal teams.

Skills

Financial services administration experience

IFA/wealth management admin experience

Strong attention to detail

Professional communication skills

Job description

A reputable financial planning firm in the United Kingdom seeks an IFA Administrator to support advisers and practice management. The role requires at least one year of financial services administration experience and offers full study support for professional qualifications. You will handle client documentation, maintain the CRM, and process administrative tasks. The position is fully office-based with strong growth potential and excellent career development opportunities.