Full-time Posted June 14, 2026
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Job Description

IFA Administrator

Salary: £32,000


Location: Office-Based


Job Type: Full-time, Permanent


About the Role


An excellent opportunity has arisen for an experienced and organised IFA Administrator to join a growing financial planning team. This role will support paraplanners and advisers by ensuring the smooth and efficient delivery of administrative processes across the business.


The successful candidate will play a key role in maintaining high service standards, supporting client communications, and managing provider interactions within a fast-paced financial services environment.


Key Responsibilities

  • Preparing client-facing documents including cover letters, review packs, and supporting documentation

  • Managing diaries and arranging initial and annual client review meetings

  • Processing Letters of Authority (LoAs) and requesting pol...
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