Be the Backbone of a Leading Wealth Management Practice – IFA Administrator Opportunity A highly regarded and growing wealth management firm is seeking an experienced IFA Administrator to join their supportive and client-focused team. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to deepen their expertise, enjoy a well-rounded benefits package, and grow their career in either Paraplanning or Financial Advice. Salary: Up to £38,000 depending on experience Why Join This Firm? The successful candidate will become an integral part of a collaborative, professional environment where client service comes first and career development is genuinely supported. The firm prides itself on nurturing its people and offers a clear progression pathway tailored to individual goals — whether that’s becoming a qualified paraplanner or transitioning into a client-facing advice role. Benefits: Holidays: 25 days annual leave bank holidays, plus a Christmas shutdown Study Support: Full funding and support for CII or LIBF qualifications Additional Benefits: Private medical insurance Death in service benefit Company pension scheme Regular team social events Clear progression routes into Paraplanning or Financial Advice Key Responsibilities: Supporting Financial Planners in the preparation of client meeting packs, valuations, and documentation Submitting and tracking new business applications across pensions, investments, and protection products Maintaining accurate and up-to-date client records via the firm’s back-office system Communicating with product providers and clients to gather information and resolve queries Ensuring compliance with FCA regulations and internal policies Assisting in the production of reports and documentation required for annual reviews or suitability reports Candidate Requirements: Previous experience in an IFA or Wealth Management environment is essential Strong understanding of financial products including pensions, ISAs, investment bonds, and protection High level of accuracy and attention to detail Excellent communication skills, both written and verbal Experience using CRM/back-office systems such as Intelligent Office, Xplan, or similar (preferred) Progress toward CII or LIBF qualifications is desirable but not essential Looking for Long-Term Career Growth? This is an ideal role for someone who wants to build a long-term career in financial planning. Whether the goal is to become a Paraplanner or transition into a Financial Adviser role, full support and mentorship are offered along the way. Interested applicants are encouraged to apply now and take the next step in a rewarding, client-centric career.