Newcastle Under Lyme
IFA Administrator
Location: Stoke
Salary: Up to £35,000 + Bonus + Profit Share
Work Model: Hybrid with home-working flexibility
Support clients who expect more. Work for a firm that delivers more.
This isn’t just another support role. It’s a launchpad. The firm is building for the future, and if you’re hungry to step up, they’ll back you to do it. Every client is treated like family. Every plan we deliver is personal. And every admin who joins us is seen as a future adviser in the making.
We’re not looking for someone to simply process paperwork — we’re looking for someone who’s thinking two steps ahead, and wants a route to advice within 24 months. If that’s you, you’ll be given the technical coaching, exam support, soft skills development and hands-on exposure to make that move confidently and competently.
Your impact:
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Provide rock-solid administrative support to financial planners delivering complex, bespoke advice
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Handle new business processing, review packs, valuations and back-office tasks with absolute accuracy
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Communicate with clients, providers and colleagues to ensure nothing stalls or falls through the cracks
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Keep client records fully compliant and up to date, using top-tier platforms and systems
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Be the go-to person for getting things done right the first time
What’s in it for you:
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Salary up to £35,000 + performance bonus + profit share
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Full financial backing and time off for professional qualifications
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Structured Adviser Development Pathway, targeting transition to Financial Planner within 24 months
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Group pension scheme, income protection and death in service
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Mental health and wellbeing support
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Strong social culture with regular team events and away days
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Agile working policies and flexibility to work from home
This role is ideal for:
An IFA Administrator or Junior Paraplanner who’s technically sharp, client-focused, and ready to build toward advice. You’ll need strong platform and provider knowledge, excellent organisation skills, and the desire to grow — fast. This firm won’t slow you down.
If you’re ready to back yourself, this firm will back you too.
Apply now or reach out in confidence for further details.