Senior IFA Admin

Heat Recruitment; Reading; On-site; GBP 30,000 - 35,000; Full time

Job summary

A financial planning firm in Reading is seeking an experienced Senior IFA Administrator. This role involves providing high-level support to financial advisers, managing client documentation, and ensuring excellent client service. The ideal candidate is Diploma Level 4 qualified, has strong knowledge of financial platforms and is eager to grow within a collaborative team. Competitive salary up to £35,000 with 25 days holiday and a full benefits package.

Benefits

25 days holiday + bank holidays

Full benefits package (pension, life cover, dental, healthcare)

Flexible working hours

Qualifications

• Previous experience in an IFA or financial planning firm is essential.
• Strong knowledge of financial platforms.
• Eager to contribute to a collaborative team.

Responsibilities

• Provide high-level administrative support to Financial Advisers.
• Manage and process client documentation.
• Liaise with providers and clients.

Skills

Experience in financial planning

Knowledge of Intelligent Office (IO)

Excellent client service

Strong communication skills

Education

Diploma Level 4 qualified

Tools

Intelligent Office (IO)

CashCalc

Voyant

Octopus

Aviva

Job description

Location

Reading

Salary

£30,000 - £35,000 (DOE)

Job Type

Full-time, Permanent, On-site

Start Date

Immediate

Senior IFA Administrator

Are you an experienced IFA Administrator ready to take the next step in your career? Were working with a fully independent, professional financial planning firm based in Reading , who are looking for a driven and capable Senior IFA Administrator to join their growing team.

Key Responsibilities

• Provide high-level administrative support to Financial Advisers
• Manage and process client documentation and reports
• Maintain accurate records using Intelligent Office (IO)
• Liaise with providers and clients to ensure smooth operations
• Support client meetings and uphold a solicitor-level standard of professionalism

About You

Previous experience in an IFA or financial planning firm is essential

Diploma Level 4 qualified (or working towards it)

Strong knowledge of IO, CashCalc, Voyant, Octopus, Aviva, and other key platforms

Professional, articulate, and committed to delivering exceptional client service

Eager to contribute to a collaborative, high-quality team

Whats on Offer

Salary up to £35,000 depending on experience

25 days holiday + bank holidays

Full benefits package (pension, life cover, dental, healthcare full details on company website)

Full CPD, exam support, and training after 6-month probation (reimbursement available if self-funded before)

Flexible working hours (no remote working for admin / paraplanners)

Join a small, dynamic team of professionals where your development is supported, and your contribution is valued. If youre ready to roll up your sleeves and grow within a respected, client-first firm, wed love to hear from you.