Ifa Administrator - hybrid working

IFA Administrator - 2 days home working option - Gloucester based

An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement , offering the chance to be part of a busy, supportive and forward-thinking team.

The Role You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment .

Key responsibilities will include: Processing new business applications and managing cases through to completion Maintaining accurate client records and documentation Liaising with providers, clients and advisers to progress cases efficiently Supporting advisers with client preparation, quotations and documentation Managing ongoing servicing requests and policy administration

About You Minimum 1+ year experience within financial services administration Strong organisational skills with the ability to manage multiple cases simultaneously Excellent communication and client service skills Comfortable working in a high-volume, deadline-driven environment

Salary & Progression Salary up to £30,000 (Up to £32,000 for the right individual ) Structured reviews: Annual salary review

Working Pattern Initial 2–3 weeks office-based onboarding Possible option for WFH on Fridays during initial period Thereafter: 3 days in the office / 2 days from home (flexible on which days) Benefits 26 days holiday + bank holidays + birthday off Hybrid and flexible working Study support towards professional qualifications Pension + benefits package with 5% flexible allowance Supportive and collaborative working environment Annual and 6 monthly pay reviews If you’re looking to take the next step in your financial services career within a business that offers growth, flexibility and long-term progression , this could be an excellent move.