IFA Adviser Support
Join an established Chartered IFA supporting advisers and paraplanners. Competitive salary, hybrid work, and funded qualifications. Ideal for experienced support professionals.
The IFA Adviser Support position offers a full-time, permanent role in a highly structured and collaborative financial advisory firm. The salary ranges from £30,000 to £35,000, and the company encourages professional development by funding recognised qualifications. Flexible working is available, allowing for a hybrid arrangement after settling in. The holiday package is competitive and includes Christmas closure without deduction from annual leave.
Key Responsibilities
Day-to-day, you’ll work closely with a pod team consisting of financial advisers and a paraplanner. Your main duties involve preparing client documents, managing client and provider communications, and keeping records compliant and up to date. You’ll handle new business processing and review preparation, which underpins the advice process. The role also includes implementing complex cases and maintaining accurate administrative systems using industry-standard platforms.
Pros of This IFA Support Role
If you already have experience in adviser support, this job stands out due to its strong team dynamic and well-defined structure. The hybrid work model and clearly mapped career progression are significant advantages, offering work-life balance and growth. Supportive management and funding for professional development mean you can advance your career in a stable setting.
Cons to Consider
This isn’t an entry-level role—candidates must already understand regulated IFA terminology and processes. Responsibilities can be sensitive and complex, especially with later life planning clients. The requirement to work three days in the office and the need to follow established procedures may not appeal to everyone.
Verdict
Overall, the IFA Adviser Support job is ideal for those with at least two years’ experience supporting financial advisers. It promises stability, a clear path to further progression, and a focus on quality work within a collaborative environment. If you value structure and are looking for career growth, this could be your next move.
