£30,000–£35,000
Chartered IFA
Hybrid available once settled
Join an established Chartered IFA, 15+ years trading. 11 advisers across 4 offices. Strong solicitor/professional introducer network. Quality of work matters.
The team operate in a pod structure of:
• 3 advisers (later life specialists)
• 1 paraplanner
• 1 admin (this hire)
It’s structured and collaborative. Everyone knows their lane.
A clear route to Advice
Ideals:
Minimum 2 years’ experience in an IFA or similar regulated environment. You must understand products, terminology and processes. This isn’t entry-level admin.
You’ll be responsible for:
Preparing client documentation (LOAs, agreements, case paperwork)
New business processing & review prep
Complex case implementation
Maintaining Intelligent Office & Office 365 records
Managing client / provider communication
Accurate, compliant record keeping
Attention to detail is critical. A lot of the client base is later life planning, so cases can be sensitive and technical.
They’re looking for someone dependable, organised and comfortable working within established systems.
Package:
£30,000-£35,000 DOE
20 days + bank holidays (rising to 25)
Hybrid (3 days in office)
Christmas closure (not deducted)
Funded professional qualifications
Pension, DIS, PHI
Office-based, 8:30–5pm
If you’re already in Adviser Support and want to join a stable, well-run firm with clear structure, this is worth a conversation
Salary description
£33000.00 - £33000.00 per year