Senior IFA Admin

Senior IFA Administrator

Salary: Up to £35,000 (DOE)
Location:  Reading , Berkshire (Office-based)
Job Type: Full-time, Permanent
Start Date: Immediate
 

Are you an experienced IFA Administrator ready to take the next step in your career? We’re working with a fully independent, professional financial planning firm based in Reading, who are looking for a driven and capable Senior IFA Administrator to join their growing team.
 

Key Responsibilities:

• Provide high-level administrative support to Financial Advisers
• Manage and process client documentation and reports
• Maintain accurate records using Intelligent Office (IO)
• Liaise with providers and clients to ensure smooth operations
• Support client meetings and uphold a solicitor-level standard of professionalism

About You:

• Previous experience in an IFA or financial planning firm is essential
• Diploma Level 4 qualified (or working towards it)
• Strong knowledge of IO, CashCalc, Voyant, Octopus, Aviva, and other key platforms
• Professional, articulate, and committed to delivering exceptional client service
• Eager to contribute to a collaborative, high-quality team

What’s on Offer:

• Salary up to £35,000 depending on experience
• 25 days holiday + bank holidays
• Full benefits package (pension, life cover, dental, healthcare – full details on company website)
• Full CPD, exam support, and training after 6-month probation (reimbursement available if self-funded before)
• Flexible working hours (no remote working for admin/paraplanners)

Join a small, dynamic team of professionals where your development is supported, and your contribution is valued. If you’re ready to roll up your sleeves and grow within a respected, client-first firm, we’d love to hear from you.