Ifa Administrator

Reed

Posted 6 hours ago, valid for 2 days

Cirencester, Gloucestershire GL7 5EE, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The role is for an IFA Support Administrator, which can be part-time or full-time, with options for office or hybrid working.
The company specializes in bespoke financial planning, focusing on pensions, investments, and tax, managing a significant portfolio of high net worth clients.
Candidates should have experience in an IFA environment and be either an IFA Administrator or Junior Paraplanner, with industry-recognized qualifications or working towards them.
The position offers a salary of £25,000 to £30,000, depending on experience, and involves various administrative tasks, client communication, and system training.
The role requires excellent communication skills and familiarity with tools like IRESS, X Plan, and Dynamic Planner, with training provided as necessary.

ROLE - IFA Support admin - part or full time - office or potential hybrid working.

My Client offers holistic and a bespoke Financial Planning offering who are specialists within Pensions, Investments and Tax. Although only 1 main adviser, the owner holds a wealth of industry experience and alone manages a client portfolio of 170 active clients with 175 million funds under management , so high net worth focus.

The role

You will join a team which consists of 2 who supports the Director with administration and paraplanning but due to business growth and capabilities there is a unique position for either a IFA Administrator or Junior Paraplanner to join the team so the role is mouldable to the successful candidates skills and career aspirations.

The role in an integral part of this IFA firm and you will be actively involved in all elements, file prep, maintenance and review. Using x plan, dynamic planner and other online tools. It will be office based, 9 to 5 with some potential flexibility after training and integration with team. It will also involve,, quote preparation, account reconciliation as needed. Contact with clients and providers as needed. Training will be provided as needed, depending on experience on various systems. They currently use IRESS as their Backoffice system and main platforms are Standard Life and Aegon and for more bespoke products they also use Canada Life and AJ Bell but not restricted to.

Experience required

IFA environment exposure
Providing proactive sales support to IFAs
Industry recognised qualifications or working towards.
IT Literate and experience of using IRESS would be preferred but can be learnt.
Excellent communicational skills both written and verbal.

If keen to discuss or apply please do not hesitate to contact me on or email

Apply now in a few quick clicks