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Financial Planning Administrator

Job Posted: 23 days ago

Salary: £ 30,000 - 37,000 / Annum
Job Type: Permanent
Location: Burgess Hill, West Sussex

Expire in: 5 days

Job Description

IFA Administrator

Sussex

£30,000 – £37,000 (depending on experience)

An excellent opportunity has arisen within a highly regarded Independent Financial Advisory firm known for its professional and client-focused approach to wealth planning. The business offers the close-knit feel of a boutique firm, combined with the resources and stability of a larger organisation.

This role is ideal for an experienced IFA Administrator who enjoys working closely with advisers, collaborating with paraplanners, and contributing to a supportive, team-oriented environment.

Key Responsibilities

  * Provide dedicated support to one of the firm’s most experienced advisers, alongside another IFA Administrator.

  * Prepare client meeting packs, ensuring all documentation is accurate, compliant, and up to date.

  * Process new business applications and liaise with providers to obtain updates and relevant information.

  * Maintain accurate client records across internal systems.

  * Work closely with paraplanners, assisting with technical administration to support the advice process.

  * Support the annual review cycle, including preparing review packs and managing follow-up communications.

  * Act as a key point of contact for clients, delivering a smooth and professional client experience

Why This Role Stands Out

  * Opportunity to work directly with a leading adviser and support an established client portfolio.

  * Collaborative, close-knit office environment

  * Backed by a well-structured, medium-sized wealth planning firm with strong infrastructure.

  * Clear team integration between advisers, paraplanners, and administrators

Salary & Benefits

  * £30,000 – £37,000 depending on experience.

  * 25 days’ holiday plus bank holidays, with an additional day off for your birthday.

  * Life insurance, income protection, and death-in-service cover.

  * Pension contributions and a comprehensive benefits package.

  * Full exam and study support towards the Diploma in Financial Planning.

  * Defined career progression opportunities into paraplanning.

If you are an experienced IFA Administrator with over 12 months experience seeking a collaborative environment and closer involvement with advisers, we would welcome your application to discuss this opportunity further.

Anthony Alexandra Associates specialises in Financial Services, Insurance, and Accountancy recruitment, with a focus on pensions, employee benefits, IFA, investments, mortgages, actuarial, broking, claims, loss adjusting, and underwriting across both commercial and personal lines markets

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

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