IFA Administrator | Chartered Financial Planning Firm | Bradford-on-Avon | Salary £28,000 - £32,000
Our client is a well-established, chartered financial planning and wealth management practice based near Bradford-on-Avon. Known for the quality of the advice it delivers and the calibre of the team behind it, the firm has built a reputation for genuinely client-first planning - and a supportive, professional environment for the people who make that happen behind the scenes.
They're now looking for an experienced IFA administrator to join their team. This is a firm that invests in its support staff as much as its advisers, so it's a strong move for someone who wants their administration career to develop.
The role
- You’ll provide the day-to-day administrative backbone for the firm’s advisers and paraplanners, keeping client business moving accurately and on time. Day to day, this looks like:
- Processing new business across pensions, investments and protection, from submission through to completion
- Preparing client valuations, portfolio reports and meeting packs ahead of adviser reviews
- Liaising directly with providers and platforms to chase, progress and resolve cases
- Maintaining accurate, up-to-date client records on the firm’s back-office system
- Handling incoming client queries by phone and email with professionalism and care
- Helping the team stay on the right side of FCA and internal compliance requirements
- General office and team administration as required
What we’re looking for
- Previous administration experience gained within an IFA, financial planning or wealth management firm
- A solid working understanding of pensions, investments and protection products
- Excellent attention to detail - this is a role where accuracy really matters
- A confident, professional communicator, equally comfortable with clients and advisers
- Comfortable with back-office and platform systems, and generally IT-literate
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IFA Administrator in Bradford-on-Avon employer: Ortus PSR Ltd.
Join a prestigious, independently owned financial planning firm in Enderby, Leicestershire, where your role as a Paraplanner is valued and integral to the advice process. With a strong emphasis on professional development, a collaborative work culture, and a competitive salary package including bonuses and benefits, this firm offers an exceptional environment for growth and meaningful contributions to high-net-worth clients. Experience the satisfaction of working in a team that prioritises excellence and client retention, all while enjoying the flexibility of a hybrid working pattern.
