About

IFA Administrator Location: High WycombeSalary: Up to £40,000 DOEBenefits: 25 days holiday + BH, discretionary bonus, pension, DIS x4, PMI, PHIHours: Full-time, office-based (with up to 2 non-contractual, hybrid WFH days post probation)About the CompanyJoin a growing, independent financial planning firm with a strong family culture and a reputation for high staff retention. We manage over £1billion AUMand work with HNW clients. Our ethos is simple: open, transparent, and supportive, with a commitment to career development and exam sponsorship for those looking to progress into paraplanning or advising.The RoleWe are looking for an experienced IFA Administrator to join our High Wycombe office. This vacancy has arisen due to a planned retirement, and we need someone confident and proactive to support our advisers and ensure smooth client servicing.Key Responsibilities:Prepare annual review packs and assist with suitability reportsLiaise with providers and clients regarding pensions, investments, life cover, and employee benefitsProcess new business applications and monitor progressUpdate and maintain client records on Intelliflo / IOManage adviser fees and commission entriesHandle fund switches and policy amendmentsGeneral admin duties including filing, scanning, and diary managementWhat We’re Looking ForMinimum 3 years’ experience in IFA administrationStrong organisational skills and attention to detailAbility to work independently and as part of a teamGood knowledge of Microsoft Office; Intelliflo experience preferred