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IFA Administrator

Job Posted: 18 days ago

Salary: £ 27,000 - 33,000 / Annum
Job Type: Permanent
Location: Witney

Expire in: 10 days

Job Description

Adviser Support / Technical Administrator
 Financial Planning (SJP)
 Witney - Oxfordshire
 £27,000 - £33,000 + Bonus
  
 Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes.
  
 This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression.
  
 The Opportunity
 You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion.
 It's a role that combines:
  
Technical accuracy 
Proactive case management 
Consistent, high-quality client communication   
 You'll be part of a team that values doing things properly, with the systems and structure in place to support that.
  
 What You'll Be Doing
  
Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes 
Handling Letters of Authority, provider requests, and documentation from start to finish 
Keeping Salesforce fully up to date with client information, meeting notes, and case progress 
Supporting the adviser with meeting preparation and follow-up 
Acting as a key point of contact for clients, maintaining a professional and responsive service 
Working closely with paraplanners and the wider team to ensure smooth case progression   
 What They're Looking For
  
Experience within financial services (IFA / wealth management / SJP environment ideal) 
Strong attention to detail and organisational skills 
Comfortable managing multiple cases at different stages 
Confident communicator, both written and verbal 
Someone proactive, reliable, and keen to develop   
 Why This Role Stands Out
  
Supportive, well-run practice with clear structure 
Close adviser relationship (not a "processing factory" role) 
Genuine focus on development and progression 
Exposure to the full client journey 
Bonus structure in place   
 If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring

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