Senior IFA Administrator

Exchange Street Claims ltd; Hulcote; Hybrid; GBP 29,000 - 32,000; Full time

Job summary

A UK-based financial services firm is seeking an experienced IFA administrator. You will prepare client meeting paperwork, conduct product research, and work closely with skilled paraplanners. Candidates should possess over 5 years of experience and have a conscientious attitude towards learning. The position offers a competitive salary of £29,000 – £32,000, extensive benefits, and a hybrid working environment after six months. This firm emphasizes a people-first culture and employee ownership.

Benefits

Starting salary of £29,000 – £32,000

Company bonus scheme

Annual salary appraisal

Private Medical Insurance (PMI)

Death in Service (DIS)

27 days holidays

Support with exams/memberships

Qualifications

• 5+ years experience as an Independent Financial Advisor (IFA) administrator.
• Conscientious approach to work and a strong desire to learn.

Responsibilities

• Prepare paperwork for client meetings.
• Carry out product research.
• Submit new business opportunities.
• Work with the paraplanning and planning teams for client outcomes.

Skills

5+ years experience as an IFA administrator

Conscientious

Keen learner

Tools

Intelliflo

Transact

Job description

A job that offers stability, a real voice and a sense of purpose can feel hard to come by. Hard, but not impossible.

This firm is employee owned through an Employer Ownership Trust (EOT). That means the business won’t get sold because it needs trustee approval (that it will never get) for that to happen. This gives you a level of stability you won’t find elsewhere.

You get a voice when it comes to deciding on plans and what you do with your profits. After 12 months of service you’ll get a tax‑free sum of up to £3,600 every year. And you can be sure you’re joining a company with a people‑first culture.

It’s as close to a job for life that you can get.

This business is one of the absolute best in the UK. That sounds a big claim but mention their name to people in the profession and they’ll nod.

They have unrivalled experience and knowledge about nurturing and developing their staff. Look at any staff profile, speak to any one of them, and they’ll tell you the same.

As you’d expect the pay and conditions are first class too:

• Starting salary of £29,000 – £32,000
• A sizeable, four‑figure company bonus scheme that has paid out every year
• Annual salary appraisal
• PMI
• DIS
• Holidays that increase to 27 days with time served
• Support with exams/memberships (as well as bonuses for passing exams)

They work hard but maintain a perfect balance. It’s rare you’ll see one of your peers in the office after 5pm. After the first 6 months on site you will work on a hybrid basis (3 days in the office).

The office itself has an on‑site gym, a pizza oven and a view that is just wow.

What you’ll be doing:

• Prepare paperwork for client meetings
• Carry out product research
• Submit new business opportunities
• Work with the highly qualified paraplanning and planning teams to deliver the best quality outcomes to your clients

What you’ll need:

You must have 5+ years experience as an IFA administrator. You should be conscientious and a keen learner.

Experience of Intelliflo and Transact are nice to haves.

Time to take proper ownership of your future? Click apply.

If you don’t have a CV just send us a way of contacting you. We can come to the CV later. Everyone will receive a response.