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Financial Services

Gerrards Cross


Type of Position: IFA Administrator - Gerrards Cross
Pay: £25k - £35k

IFA Administrator - Gerrards Cross

We are looking for an experienced IFA Administrator for our client based in Gerrards Cross, Buckinghamshire. You will be responsible for providing detail orientated and timely administrative support, reporting to the Managing Director/Principle Adviser, to help enable both in-bound and out-bound business activity to run as smoothly as possible. This is an interesting and varied role working as an integral part of a very busy team. This role will be based full-time in the office.



  • Concert Database Management – daily use regarding client information and progress logging
  • Extracting critical information in report run formats from the ‘platforms’
  • Daily use of MS Excel in conjunction with the platform and Concert database
  • Liaising with Providers and team members with regard to the platform
  • Platform Management - daily use for client financials regarding ISA’s, investment and retirements accounts
  • Responding to regular enquiries and requests for information from the Concert database and the platform
  • To help ensure all soft and hard copy information held by Wallis Wealth meets compliance and regulatory standards under Openwork and the FCA (Financial Conduct Authority) stipulations
  • Calling clients, providers and other parties to progress client casework
  • Gathering and processing plan information from providers
  • Producing MS Excel spreadsheets with client plan info
  • Preparing thorough and accurate meeting packs for both new clients and client reviews
  • Answering calls, responding to inbound enquiries
  • Supporting all marketing activities and initiatives
  • Scanning client files and other critical information
  • Provide a flexible, accommodating and supportive service generally within the business
  • Other reasonable tasks and duties may be expected from time to time

As you will be in daily contact with a broad range of individuals, and it is expected that you will represent the company with tact, diplomacy and professionalism at all times.


Person Specification

·        Attention to detail

·        Eagerness to learn

·        Positive attitude

·        Ability to prioritise

·        Desire to change, grow and improve

·        High personal integrity

·        Task & outcome focussed

·        Solution driven

·        Ability to follow instruction & accept feedback

·        Flexible & receptive to changing priorities

·        Team player

·        Naturally helps others

·        Good listener

·        Honest & strong work ethic

·        Good sense of humour & friendly disposition

·        Takes pride in getting it 100% right



Knowledge & Skills


·        Numerate and able to tackle numerical tasks with logic

·        Self time management, organised, tidy minded

·        Intermediate to advanced knowledge of MS Excel

·        Proficient to intermediate knowledge of MS Word, Outlook

·        Ability to check your own work for inaccuracies and inconsistencies

·        Professional, warm and friendly communication skills via telephone, email, written correspondence

·        Hospitable, welcoming and thoughtful towards all visitors, whether a client, provider or supplier

·        Willingness to ask questions, raise concerns and ask for help

·        Career & salary progression is expected



·        Experience within financial services administration, IFA or provider side

·        Desire to build knowledge and gain relevant qualifications

·        A passion to develop a career within the financial services industry


If you are interested in applying for this position then please submit a copy of your CV to 

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