IFA Administrator / Paraplanner

Job Ref

90910

Location

Sutton

Salary

£30,000 - £45,000 Per Annum

Employment Type

Permanent

• Location: Sutton, England
• Type: Permanent
• Job #90910
• Salary: £30,000 - £45,000 Per Annum

IFA Administrator

IFA Administrator Location: Sutton, Surrey – Office Based

Salary: £28,000 – £35,000 DOE

The Role

A well-established Financial Planning firm is seeking an experienced I FA Administrator to join its growing support team.

This is an excellent opportunity for someone with previous experience in Wealth Management or Financial Planning who enjoys delivering outstanding client service and providing high-quality administrative support to Financial Advisers.

Working closely with Advisers, Paraplanners and fellow administrators, you will play a key role in ensuring client journeys are managed efficiently and compliantly.

Key Responsibilities

• Supporting Advisers with day-to-day administration
• Processing new business applications across pensions, investments and protection
• Obtaining provider information and policy details
• Preparing client review packs and valuations
• Managing client servicing activities and adviser diaries
• Liaising with providers, platforms and clients
• Maintaining accurate client records on back-office systems
• Supporting annual reviews and client meetings
• Ensuring all work is completed in line with FCA regulations and internal procedures

About You

• Experience working within an IFA, Wealth Management or Financial Planning environment
• Good understanding of pensions and investment products
• Strong organisational and administrative skills
• Excellent attention to detail
• Confident communicator with a client-focused approach
• Ability to prioritise and manage a busy workload

What’s on Offer?

• Competitive salary and benefits package
• Hybrid working arrangements
• Professional development opportunities
• Support towards industry qualifications
• Friendly and supportive team culture
• Long-term career progression opportunities