IFA Administrator

Burnham-on-Sea £30,000 - £36,000 (DOE)

We are seeking an experienced Financial Planning Admin to join a well-established financial planning business. This is a varied, central role combining client interaction, technical administration, and operational support.

You will be responsible for:

• Acting as the first point of contact for clients, including calls and front-of-house support
• Preparing client meeting packs, regulatory documents, and portfolio reports
• Managing Letters of Authority and liaising with providers for information
• Supporting advisers with research using industry platforms and tools
• Processing applications, withdrawals, and transactions across investment platforms
• Maintaining accurate client records and updating systems throughout the advice process
• Chasing providers and managing workflows to ensure timely completion of cases
• Handling sensitive documentation including identification and policy paperwork
• Supporting business reporting, including income tracking and client servicing activity
• Managing post, correspondence, and general office organisation

We are looking for someone who is:

• Highly organised with strong attention to detail
• Confident communicating with clients face-to-face and over the phone
• Able to manage multiple tasks in a structured, regulated environment
• Proactive and able to work independently as well as part of a team

• Previous experience within financial services or an IFA environment
• Familiarity with industry platforms and provider systems
• Progress towards CII qualifications (advantageous)

• Office-based preferred due to client-facing nature
• Flexible options available including hybrid working (1 day WFH) or a 4-day week

This is a varied and responsible role within a professional, client-focused environment, offering long-term stability and the opportunity to become an integral part of a growing team. If this sounds like the right opportunity for you, please contact Josie today!