Ifa administrator Work, Jobs in Mitcheldean, Gls (with Salaries)

IFA Administrator
Brevere Group —Gloucester
- £30,000 - £40,000 a year
- Hybrid work
- Organisational skills
2d
IFA Administrator
Cap Resourcing Ltd —Worcester
- £30,000 - £34,000 a year
- Microsoft Outlook
- Communication skills
2d
Client Services Administrator
Wren Sterling —Gloucester
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Health & wellbeing programme
- Work from home
Quick apply
5d

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IFA Administrator

Brevere Group
Gloucester

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Job details

Permanent
£30,000 - £40,000 a year
2 days ago

Qualifications

Financial planning
Organisational skills

Full job description

Posted: 12/06/26 Recruiter: Brevere Group Reference: 3121734393 Type: Permanent Salary: £30,000 - £40,000 Annual Location: Gloucester, Gloucestershire Description:

Are you an experienced IFA Administrator looking to join a genuinely supportive and forward-thinking financial planning firm?

This is an excellent opportunity to become part of a highly regarded independent wealth management business that truly values its people. Offering flexibility, career development, and a collaborative culture, this role would suit someone who enjoys delivering exceptional client support while being part of a professional, close-knit team.

You'll play a key role in supporting advisers and clients across the full financial planning process, helping to deliver a seamless and compliant service from start to finish.

What's on Offer

Hybrid working options
Flexible working environment to support work/life balance
Strong employee benefits package
Supportive, collaborative team culture
Long-term development and progression opportunities
A business that genuinely values its staff and promotes from within

This is far more than a standard administration role, it's an opportunity to join a business with a strong reputation, ethical values, and a people-first approach.

The Role

As an IFA Administrator, you'll provide essential support to advisers while ensuring clients receive a professional and efficient experience throughout their financial planning journey.

Key Responsibilities

Preparing documentation and packs for client meetings
Managing follow-up actions and client communications
Acting as a key point of contact for clients and providers
Processing new business applications and illustrations
Liaising with providers and investment platforms
Managing fund switches and portfolio rebalances
Coordinating ongoing review processes
Maintaining accurate client records and internal systems
Supporting wider operational and administrative workflows

About You

The successful candidate will ideally have:

Previous experience within IFA, financial planning, or wealth management administration
Strong understanding of financial products, platforms, and industry processes
Excellent organisational skills and attention to detail
The ability to manage multiple priorities effectively
A proactive and professional approach

Most importantly, you'll take pride in delivering high-quality work and enjoy being part of a collaborative, client-focused environment.

This is a fantastic opportunity to join a respected and growing financial planning firm that places genuine emphasis on employee wellbeing, ethical values, and long-term success.

Apply Now

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