Reading
IFA Administrator
Salary: Up to £32,000 (DOE)
Location: Reading, Berkshire (Office-based only)
Job Type: Full-time, Permanent
Start Date: Immediate
Are you a motivated and detail-driven IFA Administrator looking to grow your career in a professional, client-focused environment? We’re working with a fully independent financial planning firm based just outside Reading, who are seeking an ambitious individual to join their close-knit team.
The Opportunity:
This is a fantastic opportunity for someone with IFA administration experience who is looking to roll up their sleeves and become a key part of a growing, professional team. You’ll be supporting two experienced advisers, including one with over 25 years in the industry, and will be involved in servicing existing clients while learning and developing within the business.
Key Responsibilities:
- Provide administrative support to Financial Advisers
- Prepare client documentation and reports
- Maintain accurate client records using Intelligent Office (IO)
- Liaise with providers and clients to ensure smooth processing of business
- Shadow advisers and gradually take on more responsibility within the team
About You:
- Experience in an IFA or financial planning firm is essential
- Ideally Diploma Level 4 qualified (or working towards it)
- Familiarity with IO, CashCalc, Voyant, Octopus, Aviva, and other common platforms
- Eager to learn, grow, and contribute to a high-performing team
- Professional, articulate, and committed to delivering a solicitor-level client experience
What’s on Offer:
- Salary up to £32,000 depending on experience
- 25 days holiday + bank holidays
- Full benefits package (pension, life cover, dental, healthcare – full details on company website)
- Full exam support and CPD after 6-month probation (reimbursement available if self-funded before)
- Flexible working hours
Join a small, dynamic team of professionals where your development is a priority and your contribution is truly valued. If this sounds of interest, please apply now and we shall get in touch!