Job Title: IFA Administrator/ Case Manager Industry: Financial Planning Location: Bridgewater, Somerset Salary: Up to £24,000 Reference Number: 9493 Are you eager to join a trusted company with a legacy of excellence spanning decades? Are you ready to use your expertise to deliver exceptional administrative support and financial advice? If so, this role is your opportunity to make a lasting impact and build on a history of success. Join a local IFA firm with over 20 years of experience in delivering exceptional financial solutions, where building long-term, friendly client relationships is at the core of everything they do. If you're passionate about delivering outstanding service and want to be part of a forward-thinking firm that values innovation, expertise, and community, this is the opportunity for you. This newly created role combines the responsibilities of both a Case Manager and Senior IFA Administrator, offering an exciting and unique opportunity. In this position, you will provide essential administrative and back-office support to Financial Advisers in areas like Pensions, Investments, Mortgages, and Life Assurance. You will act as a key point of contact, connecting clients, financial advisers, and third-party providers, ensuring smooth case management and high levels of client satisfaction. Your main responsibilities would include: - Case Management - Client and Provider Communication - Administrative and Technical Support - Organisational and Project Responsibilities - General Office and Compliance Tasks What’s in it for you: - A competitive salary of up to £24,000, based on experience - Career development opportunities - 28 days holiday plus Christmas closure and bank holidays - Be part of a friendly, team-oriented office culture - Support for Financial Services qualifications - Hybrid working once up and running (initially full-time office-based) Skills and experience required: - Experience in administration, preferably in Financial Services. - Strong organisational skills, ability to manage workload independently. - Excellent interpersonal and communication skills. - Basic computer literacy, including Microsoft Office. - Minimum of English and Maths GCSE C grade or equivalent. Get in touch or apply online to find out more about this opportunity About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you - Start every journey with a conversation to find out about you in depth. - Provide honest feedback on where you fit in the jobs market. - Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. - Take a holistic mindfulness approach - career happiness is rarely just about the money. - Cover the whole of the UK with a local touch through our regional teams. - Never pester you.