We are currently recruiting on behalf of a well-established and highly regarded Independent Financial Advisory firmbased in High Wycombe, who are looking to add an experienced IFA Administrator to their growing team.

This is an excellent opportunity for someone with intelligent office experience who is detail-oriented, professional, and comfortable working in a fast-paced financial services environment.

The Role:

As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth running of client services. Your responsibilities will include:

• Providing full administrative support to IFAs

• Processing new business, valuations, and policy documentation

• Liaising with clients, providers, and internal teams in a professional manner

• Maintaining accurate client records and ensuring FCA compliance

• Preparing suitability letters and client correspondence

• Managing diaries, workflows, and follow-ups

The Ideal Candidate:

• Previous experience as an IFA Administrator or within financial services is highly desirable

• Must have strong, intelligent office experience (professional services environment preferred)

• Excellent attention to detail and organisational skills

• Confident communicator, both written and verbal

• Proficient in Microsoft Office and CRM systems

• Ability to work independently and as part of a team

What’s on Offer:

• Competitive salary (dependent on experience)

• Friendly, professional working environment

• Career progression within a reputable firm

• Ongoing training and development

If you are an experienced administrator with a strong professional background and are looking to develop your career within financial services, we would love to hear from you.