Practice Administrator

Practice Administrator
 

Location: Leighton Buzzard, Bedfordshire
Salary: £30,000 – £35,000 (DOE & qualifications)
Hours: Full-time, fully on-site
Sector: Independent Financial Advice (IFA)
 

Are you looking for a long-term role in a growing, family-run financial planning business? Do you thrive in a close-knit environment where your work genuinely makes a difference? Our client, a well?established boutique IFA practice in Leighton Buzzard, Bedfordshire, is looking for a Practice Administrator / Financial Services Admin to join their expanding team.

This is a fantastic opportunity for someone who enjoys the operational side of financial planning, or for an ambitious individual who wants to develop into a Trainee Financial Adviser in the future.

About the Business

This is a small, friendly, family-run firm, perfect for someone who prefers a non?corporate setting. The team currently includes two advisers, a full-time administrator, a part-time administrator, and outsourced paraplanning support.

The business is growing rapidly, taking on new clients at pace, and shifting towards more client-facing work. To support this, they need someone reliable, proactive, and ready to get stuck into all areas of practice administration.
 

The Role

As Practice Administrator, you’ll work across all functions of the business, supporting advisers and helping keep the practice running smoothly. Responsibilities include:

• Preparing client documentation, valuations, and review packs

• Managing back-office systems and maintaining accurate client records

• Processing new business and tracking cases through to completion

• Liaising with clients, providers, and internal team members

• Supporting advisers with meeting preparation and follow-up

• General office administration and ad?hoc tasks

• Helping streamline processes as the firm continues to grow

This role is fully on-site due to the hands-on nature of the work and the collaborative environment.
 

Progression Opportunities

While the preference is for a career administrator, the firm is very open to someone who wants to progress into a Trainee Adviser role.

For the right person, there is:

• Full exam support (candidate pays upfront, reimbursed upon passing)

• Potential sponsorship through the SJP Academy

• Opportunity to learn directly from advisers

• Long-term scope to buy into the business once qualified

• Increasing exposure to client meetings (if on adviser track)

This is a rare chance to grow with a business that genuinely invests in its people.
 

Who They’re Looking For

The ideal candidate will be:

• Experienced in financial services or IFA administration

• Highly organised with strong attention to detail

• Confident using Microsoft Office, Intelligent Office, and able to learn new systems

• A clear communicator with a positive, proactive attitude

• Someone who thrives in a small, family-style environment

• Ambitious, driven, and committed to long-term development

• Able to demonstrate loyalty and longevity in previous roles
   

Whether you want to build a career in administration or work towards becoming an adviser, attitude and drive matter most.
 

Package & Details

• Salary: £30,000 – £35,000 (depending on experience & qualifications)

• Working pattern: Fully on-site (Leighton Buzzard)

• Benefits: Full package available on request

• Holidays: Standard holiday allowance (details provided at offer stage)

• Bonus: Discretionary 

   

If you’re looking for a role where you can grow, be valued, and become part of a genuinely supportive team, this could be the perfect next step.