IFA Administrator

Adviser Support / Technical Administrator
Financial Planning (SJP)
Witney - Oxfordshire
£27,000 - £33,000 + Bonus
 
Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes.
 
This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression.
 
The Opportunity
You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion.
It's a role that combines:

Technical accuracy
Proactive case management
Consistent, high-quality client communication  
You'll be part of a team that values doing things properly, with the systems and structure in place to support that.
 
What You'll Be Doing

Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes
Handling Letters of Authority, provider requests, and documentation from start to finish
Keeping Salesforce fully up to date with client information, meeting notes, and case progress
Supporting the adviser with meeting preparation and follow-up
Acting as a key point of contact for clients, maintaining a professional and responsive service
Working closely with paraplanners and the wider team to ensure smooth case progression  
What They're Looking For

Experience within financial services (IFA / wealth management / SJP environment ideal)
Strong attention to detail and organisational skills
Comfortable managing multiple cases at different stages
Confident communicator, both written and verbal
Someone proactive, reliable, and keen to develop  
Why This Role Stands Out

Supportive, well-run practice with clear structure
Close adviser relationship (not a "processing factory" role)
Genuine focus on development and progression
Exposure to the full client journey
Bonus structure in place  
If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring