Junior IFA Administrator

Location: Stansted (Cambridge on occasion)

Basic Salary: Up to £29,000

Hours: Mon - Fri - 9am - 5.30pm

Please Note: We ask that only candidates who meet the majority of the skills and experience outlined in this advert, to apply. Applications that do not meet the criteria will not be considered.

About our client and the role:

Swarm Recruitment are pleased to be partnered with an Independent Wealth Management firm to support their recruitment of a Junior IFA Administrator.. They specialise in delivering highly personalised financial planning to individuals, families and business owners. The firm is known for its relationship-led approach, taking the time to truly understand clients’ ambitions and provide tailored, long‑term advice, underpinned by a strong commitment to integrity, professionalism and exceptional client service

As a Junior IFA Administrator you will be part of the administration team supporting experienced Chartered Advisors. This will include administration, coordination and preparation of client work. Ensuring accuracy, task progression and communication throughout is vital, as well as working with discretion, continuous improvement and a calm and professional manner.

This is an excellent opportunity to join a company who offers a collaborative and highly supportive working environment.

Salary & Benefits:

• Collaborative and supporting working environment
• 23 days + BH’s
• An extra day off on your Birthday
• Discretionary Christmas office closure
• Support for undertaking professional exams - financial and study support days
• Pension Contribution - 5%
• Private Medical Insurance, Medical Cash Plan, Income Protection - after probation
• Employee Assistant Programme
• Parking
• Team breakfasts
• 9am - 5.30pm - flexibility to work set tailored hours
• Monday & Friday - work from home
• Tuesday, Wednesday and Thursday - working from the Stansted office
• The ability to travel to and work from the Cambridge office on occasion
• Minimum 6 months experience in a similar administration role and within a Financial Advice firm
• Strong administration and organisational skills
• Excellent rapport and relationship building skills
• Excellent written and verbal communication skills
• Proactive, collaborative and curious mindset
• Ensuring service excellence at every stage of the journey and working with a methodical and calm approach

Role Responsibilities:

• Prepare accurate pre‑and post‑meeting materials
• Provide timely responses to client queries
• Support the onboarding process by gathering information, issuing and tracking Letters of Authority
• Progress clients work by tracking tasks, checking status updates and highlighting areas for attention
• Maintain clear, accurate and complete electronic client files which are audit ready.
• Capture and update Know Your Client information across all systems and platforms.
• Process new business (contributions, transfers and withdrawals)
• Administration and coordination for investment‑related tasks
• Liaise with product providers, platforms and advisers to obtain information or progress actions
• Assemble complete and up to date annual review and catch‑up meeting packs.
• Adhere to GDPR and data‑security requirements.
• Ensure the CRM is accurate and up to date
• Support a smooth and organised client journey with consistent communication and preparation standards.

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.