IFA Administrator

We’re working with a highly successful, boutique financial planning practice based in Burnham-on-Sea, who are looking to welcome an IFA Administrator into their friendly and close-knit team. This is a fantastic opportunity to join a business where people genuinely enjoy coming to work. The team is supportive, down-to-earth and collaborative, with a strong focus on delivering a high level of personal service to their clients. It’s a great environment for someone who values being part of a small, welcoming team where their contribution really matters. The role will be varied and engaging, combining traditional IFA administration responsibilities with regular client interaction - both over the phone and when clients visit the office. The role: • Supporting Financial Advisers with day-to-day administration • Preparing client documentation, reports, and regulatory paperwork • Processing new business and managing ongoing cases through to completion • Liaising with providers such as Aviva, Fidelity, and AJ Bell • Using Intelliflo to maintain accurate client records and manage workflows • Speaking with clients over the phone to provide updates and assist with queries • Assisting with meeting preparation and ensuring a smooth client experience The individual: • Experience within an IFA / Financial Planning administration role • Familiarity with platforms such as Aviva, Fidelity, AJ Bell and Intelliflo • Strong organisational skills and attention to detail • A personable and professional communication style • Someone who enjoys working as part of a small, friendly team • Progress towards CII exams would be advantageous What’s on Offer: • Basic salary up to £36,000 • Bonus scheme • Company benefits • 4 days in the office, 1 day working from home • A genuinely friendly and supportive working environment • The opportunity to be part of a well-respected and growing boutique practice This is a brilliant opportunity for an IFA Administrator looking to join a business where they’ll be valued, supported and part of a positive team culture - working with great people and clients.