IFA Administrator - Wealth Management - Client-Facing - £35,000 + Bonus - Stansted Mountfitchet

Financial Divisions; England; On-site; GBP 29,000 - 35,000; Full time

Job summary

A respected financial planning firm in Stansted Mountfitchet is looking for an IFA Administrator to enhance their client service team. The role involves client communication, supporting Financial Advisers, and maintaining compliance. This full-time position offers growth prospects and the chance to develop skills in wealth management, as well as a salary up to £35,000 with additional benefits.

Qualifications

• At least 1 year of experience in an IFA firm, wealth management, or financial planning.
• Client-facing experience is essential.
• Experience supporting Financial Advisers or Paraplanners.

Responsibilities

• Act as first point of contact for client queries via phone, email, in person.
• Support Financial Advisers in preparing documentation for pensions and investments.
• Maintain accurate client records and ensure FCA compliance.

Skills

Communication

Attention to Detail

Organizational Ability

Education

Progress towards Level 4 Diploma in Financial Planning

Job description

Are you an experienced IFA Administrator with a background in wealth management and a passion for delivering outstanding client service?

We're working with a well-regarded, growing financial planning practice in Stansted Mountfitchet, looking to appoint a professional and detail-focused Financial Adviser's Administrator to support both clients and advisers. This is a fantastic opportunity for someone who is looking to deepen their career in the wealth management industry, with future development opportunities available.

Key Responsibilities:

• Act as a first point of contact for client queries-by phone, email, and occasionally in person.
• Support Financial Advisers and Paraplanners in preparing and processing applications and documentation for pensions, investments, and protection products.
• Maintain accurate client records, ensure compliance and document submission in line with FCA guidelines.
• Liaise with providers and clients to manage progress of cases and ensure a seamless client journey.
• Contribute to the high standards of professionalism and service excellence the firm is known for.

Role Details:

• Salary: Up to £35,000 depending on experience, plus bonuses and benefits.
• Location: Stansted Mountfitchet - office-based with some flexibility after onboarding.
• Working hours: Full-time, permanent.

? What We're Looking For:

• At least 1 year of experience working in an IFA firm, wealth management, or financial planning practice.
• Strong written and verbal communication skills-client-facing experience is essential.
• Excellent attention to detail, organisational ability, and familiarity with financial services administration.
• Experience supporting Financial Advisers or Paraplanners with new business processing and client records.
• Progress towards the Level 4 Diploma in Financial Planning is welcomed, but not essential-full study support is available.

If you're an experienced IFA Administrator with the drive to grow within a respected financial planning firm, we want to hear from you.

To apply or find out more, please send your CV in confidence to Ryan Wootten at Financial Divisions