IFA Support Administrator – Devizes (Hybrid Working)
Location: Devizes (with hybrid working available after settling-in period)
Salary: Up to £31,000 depending on experience
Employment Type: Full-time, Permanent
About the Role
We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting.
Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility.
Key Responsibilities
Client Administration
*Submit new business applications and manage accurate client records
*Maintain and upload client documentation across internal systems and platforms
*Keep CRM systems updated with complete and accurate information
*Prepare documentation and packs for client meetings
Client Support
*Liaise with clients to gather required information and documentation
*Conduct fact-finds and collect relevant financial details
*Provide administrative support to assist with client queries and requests
Investment Operations Support
*Assist the investment team with a range of operational tasks including:
*Processing fund withdrawals
*Supporting fund switches and portfolio changes
*Handling bulk or mass investment transactions

*Ensure investment instructions are processed accurately and on time
Compliance & Business Support
*Provide administrative support to compliance activities
*Maintain regulatory documentation and internal records
*Support wider business operations and contribute to improving internal processes
Skills & Experience Required
*Strong organisational and administrative skills
*Excellent attention to detail and accuracy
*Confident communicator with the ability to support client interactions
*Ability to prioritise multiple tasks in a fast-paced environment
*Comfortable using CRM systems and financial platforms
*Experience within financial services, wealth management or an IFA environment (desirable)
Why Join Us?
*Competitive salary up to £31,000
*Opportunity to develop within a growing and supportive financial services business
*Hybrid working available after initial settling-in period
*Collaborative and friendly team culture