Senior IFA Administrator
other jobs Ortus PSR
Added before 14 hours
- England,South West,Gloucestershire,Cheltenham
- Full Time, Permanent
- £30,000 - £38,000 per annum
Job Description:
A well-established and growing wealth management firm is looking to appoint a Senior IFA Administrator to support its continued expansion.
This is an excellent opportunity for an experienced IFA Administrator who wants to step into a more senior role within a structured, supportive environment, with clear progression into paraplanning over time.
The business has a strong reputation for developing staff internally, offering long-term career paths and exposure to more technical work as you progress.
The Role
You will provide high-quality administrative support to Financial Planners, working across the full advice process and ensuring a smooth client journey from start to finish.
Responsibilities will include:
*Supporting advisers with new business submissions and client servicing
*Preparing documentation for client meetings and reviews
*Managing platforms and provider interactions
*Processing fund switches, withdrawals and policy updates
*Maintaining accurate records on back-office systems
*Liaising with clients, providers and internal teams
What We’re Looking For
*Minimum 2 years’ experience working within an IFA firm
*Strong understanding of financial planning processes and administration
*Ability to work independently and manage workloads effectively
*High attention to detail and organisational skills
*Comfortable working in a fast-paced, team-oriented environment
*Ideally working towards or interested in starting professional exams
What’s on Offer
*Salary up to £38,000 depending on experience
*Clear progression pathway into paraplanning
*Support with professional qualifications and development
*Structured onboarding and training
*Hybrid working following initial training period
This is a great opportunity to join a firm that genuinely invests in its people and provides a clear route for long-term career growth within financial planning.
If you are an experienced IFA Administrator looking for your next step, apply now or get in touch for more information.
This is an excellent opportunity for an experienced IFA Administrator who wants to step into a more senior role within a structured, supportive environment, with clear progression into paraplanning over time.
The business has a strong reputation for developing staff internally, offering long-term career paths and exposure to more technical work as you progress.
The Role
You will provide high-quality administrative support to Financial Planners, working across the full advice process and ensuring a smooth client journey from start to finish.
Responsibilities will include:
*Supporting advisers with new business submissions and client servicing
*Preparing documentation for client meetings and reviews
*Managing platforms and provider interactions
*Processing fund switches, withdrawals and policy updates
*Maintaining accurate records on back-office systems
*Liaising with clients, providers and internal teams
What We’re Looking For
*Minimum 2 years’ experience working within an IFA firm
*Strong understanding of financial planning processes and administration
*Ability to work independently and manage workloads effectively
*High attention to detail and organisational skills
*Comfortable working in a fast-paced, team-oriented environment
*Ideally working towards or interested in starting professional exams
What’s on Offer
*Salary up to £38,000 depending on experience
*Clear progression pathway into paraplanning
*Support with professional qualifications and development
*Structured onboarding and training
*Hybrid working following initial training period
This is a great opportunity to join a firm that genuinely invests in its people and provides a clear route for long-term career growth within financial planning.
If you are an experienced IFA Administrator looking for your next step, apply now or get in touch for more information.
Job number 3559539
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Ortus PSR
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