IFA Administrator

We are proud to be working with a highly respected, boutique financial planning firm based in Cheltenham. This is a fantastic opportunity to join a successful and modern practice that truly values its people. Despite being a smaller firm, they have built an outstanding reputation for delivering high-quality, client-focused advice and are known for their strong relationships, professionalism and forward-thinking approach. Just as importantly, they are a genuine pleasure to work for. The team enjoys a collaborative, supportive environment where everyone’s contribution is valued. With an excellent office culture and a close-knit team, this is a business where people enjoy coming to work and are encouraged to grow and develop. The Role As an IFA Administrator, you will play a key role in supporting Financial Planners and technical staff, working closely with clients to ensure a seamless and professional service. This is a varied and rewarding position where no two days are the same. Key responsibilities will include: • Supporting Financial Planners with the preparation and processing of client recommendations • Managing client communications and maintaining strong relationships • Preparing documentation for meetings and liaising with providers • Ensuring all administrative processes are completed accurately and efficiently • Working closely with technical staff to deliver high-quality client outcomes About You • Previous experience as an IFA Administrator is highly desirable • Alternatively, strong experience within financial services with excellent communication skills and a genuine interest in financial planning • Highly organised with strong attention to detail • Professional, personable, and client-focused • A team player who thrives in a collaborative environment What’s on Offer • Basic salary up to £32,000 (with flexibility for the right individual) • 25 days holiday plus bank holidays • Early finish on Fridays – 12:30pm • Bonus scheme • Participation in Employee Ownership Trust profit share scheme • Pension contributions • Life insurance • Income protection • Private medical insurance • A supportive and collaborative team environment • Genuine opportunities for development and career progression This is an excellent opportunity to join a well-established, growing firm that combines professionalism with a genuinely enjoyable working culture. If you’re looking to build your career within financial planning in a business where you’ll be valued and supported, we’d love to hear from you.