Aylesbury
IFA Administrator
Buckinghamshire | £28,000 – £35,000 DOE | Hybrid / Remote / On-site Options
Are you an organised, detail-oriented IFA Administrator looking to join a close-knit, high-performing financial planning team?
We’re working with a boutique firm in Buckinghamshire, led by experienced Advisors, who are seeking a proactive and reliable Administrator to support their growing client base. This is a fantastic opportunity to become an integral part of a business that values collaboration, flexibility, and professional development.
What’s the role?
You’ll be supporting the Advisors and Paraplanners with a range of administrative tasks, including:
- Preparing and processing client documentation
- Managing client records and updating CRM systems
- Liaising with providers for valuations, policy details, and updates
- Assisting with meeting preparation and follow-up
- General office support and coordination
This role is ideal for someone who enjoys working in a varied, fast-paced environment and is confident managing their own workload.
Benefits
- Salary: £28,000 – £35,000 depending on experience
- Bonus/Commission: Annual review in April, with yearly individual and company profit-based pay rises
- Pension: Nest standard or contribution to personal pension
- Holiday: 2 weeks off at Christmas (outside allowance) + Bank Holidays + 28 days
What do you need?
- Experience in an IFA or financial services admin role
- Strong organisational and communication skills
- Comfortable working independently and as part of a small team
- Familiarity with financial services platforms and CRM systems (e.g., Intelligent Office, Xplan, etc.) is a plus
- A proactive attitude and willingness to support across the business
Working arrangements
- Hybrid / On-site – flexible options available
- Initial expectation to be on-site 3–5 days/week while settling in
- Remote candidates expected to visit the office monthly or fortnightly
If this role sounds like a good fit, please apply and I’ll be happy to discuss further!