IFA Administrator

Financial Planning 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. The RoleYou 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 About YouWe 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 Experience (desirable) • Previous experience within financial services or an IFA environment • Familiarity with industry platforms and provider systems • Progress towards CII qualifications (advantageous) Working Arrangements • Office-based preferred due to client-facing nature • Flexible options available including hybrid working (1 day WFH) or a 4-day week Why Apply? 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!