IFA Admin/Wealth Planning Administrator

Bourne End – Buckinghamshire

Salary: up to £35,000 DOE


Are you an experienced IFA/Wealth planning Administrator looking for your next challenge within a boutique independent wealth planning practice?

Our client is looking for an Administrator to join their business, and build experience to provide first-class support to our growing client bank.


The company:

An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.

This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.


The role/Requirements:

This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.


Duties will include:

  • Collating client information
  • Processing Investment Platform administration
  • Undertaking research
  • Producing client illustrations
  • Helping manage the advice process through to completion.


Desirable experience would include anyone with around 2 years’ experience within a wealth planning/IFA Administration role.

Any previous use or understanding of IO


  • A great office environment at their Bourne End premises with ample parking
  • A salary of up to £35,000 depending on skills/experience
  • A holiday entitlement of 24 days plus bank holidays
  • A pension scheme with enhanced employer contributions
  • Contributions towards training and development – full exam support and development opportunities and progression within the business.

If this role sounds like the right fit for you then please apply.