Administrator - Independent Financial Adviser (Ifa) in Chippenham

Role: Financial Planning Administrator Location: The Opportunit y An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm/ Servicing existing clients by helping with enquiries and questions Liaising with providers to obtain policy information and updates. Supporting the team with compliance and regulatory requiremen ts. Previous experience in a similar IFA, wealth management or financial services administration role. Proficient in Microsoft Office and CRM syst ems. Progress towards some financial services qualifications (e.g., Strong holiday allowance Private Medical Insurance Life Assurance Pension Scheme