IFA Administrator

Are you passionate about financial planning administration?

Look at these amazing benefits. Hybrid and flexible working, work 90% of the week and get paid 100% of wages, 25 days holiday plus bank holidays medical benefits. This role can be full-time of part-time. Tell us what you are looking for and we’ll see if we can accommodate it!

Strategic Vision Wealth Management is recruiting for a Senior Administrator to join our small, values-led financial planning firm. We believe in doing the right thing for our clients and, with us, you can make a real difference and develop your career.

What you'll be doing:

You'll play a vital role in our client servicing team, supporting Financial Planners with:

• Business processing and administration tasks.
• Preparing for annual planning meetings.
• Managing platform-based tasks.
• General client servicing.

About you:

We're looking for someone who can hit the ground running with:

• At least 2 years experience in admin for an independent financial planning firm.
• Strong working knowledge of financial services products.
• Ideally experience using Intelliflo together with Hubwise and Nucleus platforms.
• A positive, proactive mindset you enjoy improving things and getting things done.
• Excellent attention to detail and the ability to work independently.

About us:

We are proud to have been shortlisted for the Employer of the Year Award in 2023 by the Oxfordshire Business Awards!

Our wellbeing is a priority and we regularly have walking 1:1 meetings, team challenges, and discussions around healthy lifestyle.

Our office is new and smart, and green space with wildlife is a 10 minutes walk away perfect for a lunch break to recharge your batteries. Theres also a free well-equipped outdoor gym within 3 minutes walk from our office if you prefer a more active way to clear your head.

We live by our values, and we're proud of it.

• Treat every client like they're our only one.
• Be friendly, respectful, and honest.
• Deliver on what we promise and never overpromise.
• Be financially secure and help others achieve the same.

If you are aligned with our values, please apply, we'd love to hear from you!

How to apply:

We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.