Financial Planning Administrator

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