Why This Role Stands OutThis is an opportunity to join a high-performing, chartered financial planning firm with an excellent reputation across the North East. The business is growing steadily, invests heavily in its people, and offers a genuinely supportive environment where administrators are seen as the backbone of the client journey not an afterthought.
You’ll be joining a friendly, collaborative team where your ideas are valued, your development is taken seriously, and your career can progress at your pace.
The RoleAs an IFA Administrator, you’ll play a key role in delivering a seamless client experience. Your day-to-day responsibilities will include:
*Managing client onboarding, including gathering documentation and preparing welcome packs
*Processing Letters of Authority, tracking provider responses and updating internal systems
*Preparing valuations, review packs and client meeting documents
*Supporting advisers with new business processing, ensuring accuracy and compliance
*Maintaining up-to-date client records across CRM and provider platforms
*Liaising with providers to chase information, resolve queries and ensure smooth case progression
*Assisting paraplanners with research, data gathering and report preparation
*Handling general client servicing queries with professionalism and warmth
This is a role where you’ll be trusted to take ownership, manage your workload and contribute to improving processes as the firm continues to grow.
Progression & DevelopmentThis firm is known for developing talent. You’ll have access to:
*Full exam support (including study materials, paid exams and study leave)
*A clear pathway into Paraplanning if you want it
*Opportunities to specialise in pensions, investments or complex casework
*Regular 1-to-1s, mentoring and structured development plans
*Exposure to client meetings and technical work as you grow
If you prefer to remain in a senior admin/client support role, that’s supported too — progression is tailored to you.
What They’re Looking For*Experience in an IFA/wealth management admin role
*Strong organisational skills and attention to detail
*Confident communicator who enjoys working with clients and advisers
*Familiarity with platforms, providers and CRM systems (e.g., IO, Xplan, or similar)
*A proactive, positive attitude someone who takes pride in doing things well
What You’ll Get*Competitive salary £26,000–£32,000 depending on experience
*Hybrid working with flexibility
*25 days holiday + bank holidays
*Modern office environment with a friendly, supportive team
*Regular social events and a genuinely positive culture
*A firm that invests in technology, efficiency and people