IFA Administrator/Wealth Planning Administrator in Wokingham - Cranleigh Personnel

IFA Administrator / Wealth Planning Administrator

Location: Wokingham

Salary: Up to £35,000 depending on experience

Full-time, office-based

The Opportunity

We’re working with a Chartered, independent financial planning firm that is looking for an IFA Administrator to join its established and close-knit team.

This is a lovely opportunity for someone who enjoys the variety of financial planning administration and wants to become a valued part of a small, collaborative team where people genuinely know and support one another.

The firm has an excellent reputation for its holistic approach to financial planning, strong client relationships and fantastic employee retention. It’s a social, friendly environment where collaboration is encouraged and your contribution is genuinely valued.

The Role

The role would suit someone who enjoys a varied workload and who would like to become involved in more technical aspects of administration, and gradually build their technical knowledge alongside experienced advisers and paraplanners.

Your responsibilities will include:

• Providing pre and post-meeting administration support to advisers
• Preparing client documentation and meeting packs
• Processing new business and liaising with providers
• Maintaining accurate client records and systems
• Supporting annual reviews and ongoing client servicing
• Liaising with clients and having some direct client contact
• Sitting in on client meetings to gain a greater understanding of the advice process
• Supporting the paraplanning team with research and straightforward reports
• Developing your knowledge of more technical administration, with full training provided

Development & Progression

The business genuinely likes to develop people internally.

You’ll receive full support with your professional exams, including progression towards the Diploma and, if desired, eventually Chartered status.

For someone who wants to develop beyond administration, there is also a clear pathway into paraplanning over time. The firm takes a long-term approach to development, so you’ll have the opportunity to build a really strong foundation in financial planning before progressing further.

You’ll also be supported by a dedicated Operations Manager who places a real emphasis on employee wellbeing, with regular 1:1s to ensure everyone feels supported, motivated and happy in their role.

What’s on Offer

• Up to £35,000 salary depending on experience
• 6% pension
• 25 days holiday
• Death in Service
• Bonus structure
• Full exam support towards Diploma and beyond
• Clear progression into paraplanning for those who want it
• Supportive, close-knit and sociable team
• Excellent staff retention
• Full-time, office-based role in Wokingham

If you’re looking for a varied IFA Administrator role where you can become part of a genuinely supportive team, build your technical knowledge and have a clear opportunity to progress your career, we’d love to hear from you.