Wealth Management IFA Administrator - Hybrid, Career Growth

Financial Divisions; Aylesbury; Hybrid; GBP 19,000 - 32,000; Full time

Benefits offered by this job

Salary up to £32,000

Hybrid working

25 days annual leave

Company pension

Death in Service

Qualifications support

Cycle to Work

Career progression

Friendly team

Job summary

Financial Divisions is seeking an experienced IFA Administrator to support advisers and paraplanners. You will handle new business, client documentation, and annual reviews while maintaining accurate records and strong compliance. The role offers hybrid working and a clear path to professional development.

You will join a collaborative Wealth Management team with a focus on delivering exceptional client service from enquiry through implementation and ongoing reviews.

Qualifications

• Experience in IFA/Wealth Management administration.
• Good understanding of pensions, investments and financial planning administration.
• Excellent organisation and attention to detail.

Responsibilities

• Process new business across pensions, investments and protection.
• Prepare client documentation, valuations and annual review packs.
• Manage Letters of Authority and obtain policy information from providers.
• Maintain accurate client records and update back-office systems.
• Monitor pipelines and keep advisers and clients informed.

Skills

Wealth management administration

Pensions knowledge

Investments knowledge

Organisational skills

Attention to detail

Communication skills

MS Office proficiency

Education

Level 4 Diploma in Financial Planning

Tools

Back-office software

MS Office

Job description

Financial Divisions is seeking an experienced IFA Administrator to support advisers and paraplanners. You will handle new business, client documentation, and annual reviews while maintaining accurate records and strong compliance. The role offers hybrid working and a clear path to professional development.

You will join a collaborative Wealth Management team with a focus on delivering exceptional client service from enquiry through implementation and ongoing reviews.