Overview
IFA Administrator Jobs in Poole, England, UK at mbf
An excellent opportunity has arisen for an IFA Administrator to join a well-established, boutique financial planning practice based in Poole. Known for their professional yet friendly culture, this medium-sized firm offers a supportive environment, strong values, and a commitment to delivering outstanding client service.
The following information aims to provide potential candidates with a better understanding of the requirements for this role.
You’ll be joining a close-knit and collaborative team, working alongside Financial Advisers, Paraplanners, and fellow Administrators to provide high-quality support throughout the advice process. This is a company that truly values its people—reflected in their low staff turnover, personalised training, and opportunities for career progression.
The role:
As an IFA Administrator, you will play a vital role in the day-to-day operations of the business, supporting the advice process from start to finish.
Key responsibilities include:
Preparing client documentation, reports, and meeting packs
Processing new business and liaising with product providers
Maintaining accurate client records and back-office systems
Supporting Financial Advisers and Paraplanners with administrative tasks
Managing client communications, both by phone and email
Ensuring all work is carried out in line with compliance and company procedures
About you:
Previous experience in a financial planning or wealth management administration role
Strong organisational and communication skills
Confident working with clients and internal stakeholders
Proactive, detail-oriented, and a team player
Keen to develop your skills and progress within the industry
What’s on offer:
Basic salary up to £36,000 depending on experience
Performance-based bonus
Company benefits package
Support for market exams and professional development
Excellent on-the-job training
Genuine opportunities for progression within a growing, supportive firm
A welcoming, people-focused culture with a strong team
This is a fantastic opportunity to join a respected and friendly firm where you’ll be supported, challenged, and given the tools to grow your career in financial services.
Title: IFA Administrator
Company: mbf
Location: Poole, England, UK
Category: Finance & Banking (Office Administrator/ Coordinator), Administrative/Clerical (Office Administrator/ Coordinator)
