Full job descriptionIFA Administrator – Fareham
Salary: £32,000 - £33,000
Benefits: Company pension scheme with 6% employer and 3% employee contribution, 26 days holiday plus bank holidays, Private medical insurance, Life assurance (4x salary), Group income protection, Work from anywhere policy, Hybrid working following an initial 6-month office induction period.
About the CompanyAn established national wealth management firm offering holistic financial planning and discretionary investment management to private clients across the UK. With a strong regional presence and a collaborative team culture, the business combines modern technology with tailored advisory services to support clients through every stage of their financial lives.
Role SummaryIf you are an experienced administrator looking for genuine role visibility and a credible career path, this position offers direct one-to-one partnership with a dedicated Financial Planner. The role has opened due to an internal promotion into paraplanning. It provides a proven route for professional growth once you are established on the desk, supported by a collaborative team and comprehensive company benefits.
Key Responsibilities*Partner directly with a dedicated Financial Planner to manage client files and meeting preparation, giving you close exposure to holistic advisory work and day-to-day autonomy over your workflow.
*Prepare comprehensive review packs and coordinate suitability documentation, deepening your technical knowledge across pensions, investments and protection arrangements.
*Liaise directly with private clients, product providers and third parties to manage post-meeting actions, allowing you to build warm client relationships and develop strong professional credibility.
*Manage client records and transaction processing through Xplan, developing advanced systems expertise and technical efficiency within a modern, cloud-based practice.
Requirements*Demonstrable administrative experience gained within an independent financial advisory (IFA) or wealth management firm.
*Working technical knowledge of retail financial planning products, including pensions, ISAs, general investment accounts and protection policies.
*Practical experience using financial planning software and client management systems, ideally Xplan or similar CRM platforms.
*Strong professional communication skills with a proactive approach to managing client requirements and adviser support.


If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.
Related Job Titles: Financial Planning Administrator, Wealth Management Administrator, Client Support Administrator, IFA Client Support Specialist, Private Client Administrator
Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.