Full job descriptionIFA Administrator - 2 days home working option - Gloucester based


An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement, offering the chance to be part of a busy, supportive and forward-thinking team.


The Role
You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment.


Key responsibilities will include:
*Processing new business applications and managing cases through to completion
*Maintaining accurate client records and documentation
*Liaising with providers, clients and advisers to progress cases efficiently
*Supporting advisers with client preparation, quotations and documentation
*Managing ongoing servicing requests and policy administration


About You
*Minimum 1+ year experience within financial services administration
*Strong organisational skills with the ability to manage multiple cases simultaneously
*Excellent communication and client service skills
*Comfortable working in a high-volume, deadline-driven environment


Salary & Progression
*Salary up to £30,000 (Up to £32,000 for the right individual)
*Structured reviews:
*Annual salary review

Working Pattern
*Initial 2–3 weeks office-based onboarding
*Possible option for WFH on Fridays during initial period
*Thereafter: 3 days in the office / 2 days from home (flexible on which days)
Benefits
*26 days holiday + bank holidays + birthday off
*Hybrid and flexible working
*Study support towards professional qualifications
*Pension + benefits package with 5% flexible allowance
*Supportive and collaborative working environment
*Annual and 6 monthly pay reviews
If you’re looking to take the next step in your financial services career within a business that offers growth, flexibility and long-term progression, this could be an excellent move.