Are you an experienced IFA Administrator looking for your next career move? We're recruiting an IFA Administrator to join a well-established, close-knit team in Chippenham as they transition into a larger wealth management organisation.
This IFA Administrator role has become available due to business growth and the adoption of new systems and compliance processes. You'll be working alongside a small, supportive team managing a high-quality client bank of high-net-worth individuals with complex financial planning needs. This IFA Administrator position offers genuine variety and the opportunity to work on interesting, non-vanilla cases involving pensions, ISAs, and sophisticated wealth strategies.
What you'll be doing as an IFA Administrator:
• Providing administrative support to financial advisers managing multi-millionaire client portfolios
• Using Intelligent Office (Intelliflo) as the firm's CRM system
• Handling day-to-day client administration across pensions, investments, and protection
• Supporting compliance requirements and new organisational processes
• Contributing to a small team environment with scope to share your IO knowledge
IFA Administrator Requirements
• Essential: Proven IFA administration experience
• Essential: Understanding of financial products including pensions, ISAs, and investments
• Highly desirable: Intelligent Office (Intelliflo) experience
• Desirable: Ability to support team adoption of new systems
• Available to work minimum 3 days per week (full-time also considered)
The Company
Our client is a long-established financial planning practice in Chippenham, recently acquired by a respected wealth management consolidator. They're transitioning into a larger organisation whilst maintaining their family-feel culture and personalised service. The team benefits from the stability and backing of a bigger business while retaining their boutique approach to client relationships.
IFA Administrator Benefits
• Salary: £30,000 dependent on experience
• Hybrid working available after initial onboarding period
• Flexible working patterns considered (minimum 3 days per week)
• Initial 3-4 weeks office-based for training and settling in
• Ongoing office presence preferred on Wednesdays and Fridays
• Small team environment with direct adviser interaction
• Exposure to complex, high-value client work
• Clear business growth trajectory with future opportunities
Location
Chippenham office-based role. Candidates should be commutable to Chippenham, Wiltshire.
Ready to apply? If you're an experienced IFA Administrator seeking a role with variety, stability, and growth potential, we'd love to hear from you. Apply today to find out more about this IFA Administrator opportunity.
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
This IFA Administrator role has become available due to business growth and the adoption of new systems and compliance processes. You'll be working alongside a small, supportive team managing a high-quality client bank of high-net-worth individuals with complex financial planning needs. This IFA Administrator position offers genuine variety and the opportunity to work on interesting, non-vanilla cases involving pensions, ISAs, and sophisticated wealth strategies.
What you'll be doing as an IFA Administrator:
• Providing administrative support to financial advisers managing multi-millionaire client portfolios
• Using Intelligent Office (Intelliflo) as the firm's CRM system
• Handling day-to-day client administration across pensions, investments, and protection
• Supporting compliance requirements and new organisational processes
• Contributing to a small team environment with scope to share your IO knowledge
IFA Administrator Requirements
• Essential: Proven IFA administration experience
• Essential: Understanding of financial products including pensions, ISAs, and investments
• Highly desirable: Intelligent Office (Intelliflo) experience
• Desirable: Ability to support team adoption of new systems
• Available to work minimum 3 days per week (full-time also considered)
The Company
Our client is a long-established financial planning practice in Chippenham, recently acquired by a respected wealth management consolidator. They're transitioning into a larger organisation whilst maintaining their family-feel culture and personalised service. The team benefits from the stability and backing of a bigger business while retaining their boutique approach to client relationships.
IFA Administrator Benefits
• Salary: £30,000 dependent on experience
• Hybrid working available after initial onboarding period
• Flexible working patterns considered (minimum 3 days per week)
• Initial 3-4 weeks office-based for training and settling in
• Ongoing office presence preferred on Wednesdays and Fridays
• Small team environment with direct adviser interaction
• Exposure to complex, high-value client work
• Clear business growth trajectory with future opportunities
Location
Chippenham office-based role. Candidates should be commutable to Chippenham, Wiltshire.
Ready to apply? If you're an experienced IFA Administrator seeking a role with variety, stability, and growth potential, we'd love to hear from you. Apply today to find out more about this IFA Administrator opportunity.
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
IFA Administrator in Chippenham employer: Premier Jobs UK
Join a dynamic and supportive team as a Paraplanner, where your expertise will be valued and your contributions recognised. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities, all while offering a competitive salary and benefits package. Located in a vibrant area, we provide a stimulating environment that encourages innovation and professional advancement.
