IFA Administrator

Fully Funded Exam Support

Location: Glynde, East Sussex

Full-time, 37.5 hours/week (Monday to Friday, 9am–5pm)

Office-based

Salary: Circa £35,000 DOE

Benefits:

• 25 days holiday + bank holidays + birthday off
• Bupa cashback scheme
• Discretionary bonus

About Us

Barwell's Wealth is a long-established, client-focused financial planning firm with circa £100m AUM. We deliver proper financial planning, not sales, not volume, built around long-term relationships and detailed client understanding. With two advisers soon to be three, we’re looking for a dependable, career-minded administrator who wants to be part of a close-knit, growing team.

Client Administration & Servicing:

• First point of contact for clients, phone, email, and in person
• Prepare the meeting room, refreshments, and paperwork
• Coordinate birthday cards, thank you notes, client gifts
• Manage incoming/outgoing post and occasional Post Office trips
• Keep the CRM, Enable, accurate and up to date

Annual Review Support:

• Carry out AML and ID checks
• Pull valuation statements and prep review packs
• Book and follow up on client meetings
• Handle post-meeting admin

Business Processing:

• Issue Letters of Authority, chase providers, track new business
• Submit new business applications and keep clients informed
• Maintain marketing lists e.g. newsletters

Light Operational Tasks:

• Help with things like the stationery order, fire alarm tests, and general office upkeep
• Be a reliable team presence when others are out of the office

Must-Haves:

• A few years’ admin experience in an IFA, financial planning environment
• Confident handling pensions and investments admin processes
• Excellent attention to detail and organisation
• Strong communication and a professional manner
• Proactive and dependable, you take pride in doing things properly

Nice-to-Haves:

• Experience with Enable or similar CRM e.g. iO
• Familiar with Voyant helpful but not essential
• Some exams completed or working towards them
• Knowledge of FCA-regulated processes

A Bit About You:

You’re not just looking for a stepping stone, you want to be part of a business that values good people and rewards reliability, professionalism, and teamwork. You’re not here to coast. You show up, pitch in, and genuinely care. That’s what we’re about.

Progression:

This is a career administrator role, not a fast track to advice. That said, we support exams and development. There’s room to grow, whether that’s deeper into operations or in future, paraplanning.