IFA ADMINISTRATOR - BURNHAM-ON-SEA

We are looking for an experienced Financial Planning Administrator to join a well-established financial planning firm. This is a varied role combining client support, technical administration, and operational responsibilities.

Key Responsibilities:

• Acting as the first point of contact for clients via phone and in person.
• Preparing client meeting packs, reports, and regulatory documentation.
• Managing Letters of Authority and liaising with providers.
• Supporting advisers with research and administration.
• Processing applications, withdrawals, and transactions.
• Maintaining accurate client records and updating systems.
• Chasing providers and managing workflows to ensure cases progress efficiently.
• Handling sensitive client documentation and correspondence.
• Supporting reporting, income tracking, and general office administration.

About You:

• Highly organised with strong attention to detail.
• Confident communicating with clients and providers.
• Able to manage multiple tasks in a regulated environment.
• Proactive, reliable, and a strong team player.

Desirable Experience:

• Previous experience within Financial Services or an IFA practice.
• Familiarity with industry platforms and provider systems.
• Progress towards CII qualifications.

Working Arrangements:

• Office-based preferred.
• Hybrid working available (1 day from home).
• Option of a 4-day working week.

Location: Burnham-on-Sea
Salary: £30,000 - £36,000 DOE

Why Apply?
Join a professional and client-focused business offering a varied role, long-term stability, and the opportunity to become a valued member of a growing team.

Interested? Contact Josie today to find out more.