Financial Services Administrator - IFA /Wealth Management, Up to £32k, Offices Near Stansted, Hybrid

Salary: Up to £32,000 Discretionary Bonus

Hybrid Working - 2 Days WFH (Mon & Fri)

Location: Offices Near Stansted

Are you an experienced Financial Services Administrator with a background in an IFA or Wealth Management practice? If so, this could be the perfect next step for you.

We're looking for a motivated and detail-oriented IFA Administrator to join a friendly, supportive, and close-knit team. This is a fantastic opportunity to be part of a highly respected financial planning firm that prides itself on delivering a truly personal and client-focused service.

Why You'll Love This Role

• Hybrid working: Work from home Mondays and Fridays, with collaborative office time Tuesday-Thursday.
• Team culture: Be part of a sociable, supportive, and welcoming team.
• Career development: Benefit from approachable management who are invested in your progression.
• Reward: Competitive salary up to £32,000 plus discretionary performance-related bonus.

What You'll Be Doing

• Providing high-quality administration support to Advisers and Paraplanners.
• Preparing suitability letters and ensuring client files remain fully compliant.
• Managing new business applications and liaising with product providers.
• Conducting research to support reviews of existing client arrangements.
• Handling client queries efficiently and professionally.
• Assisting with annual client reviews in line with service standards.

What We're Looking For

• Essential: Previous experience in an IFA or Wealth Management environment.
• Solid knowledge of pensions, investments, and financial products.
• Confident communicator - comfortable dealing with clients and providers via phone and email.
• Strong organisational skills with the ability to manage multiple tasks and priorities.
• Experience with Intelligent Office (or similar CRM systems) would be advantageous.

This role is ideal for someone who thrives in a busy yet supportive environment, values teamwork, and wants to play a key role in delivering exceptional client service.

To apply, please send your CV and covering email directly to Sam at Financial Divisions.