Job Description

IFA Administrator/ Fully Funded Exam Support

Glynde, East Sussex

Full-time, 37.5 hours/week (Monday to Friday, 9am–5pm)
Office-based
Circa £35,000 DOE
25 days holiday + bank holidays + birthday off
Bupa cashback scheme
Discretionary bonus
Fully Funded Exam Support

About Us

Barwells Wealth is a long-established, client-focused financial planning firm with  circa £100m AUM. We deliver proper financial planning, not sales, not volume, built around long-term relationships and detailed client understanding. With two advisers soon to be three, we’re looking for a dependable, career-minded administrator who wants to be part of a close-knit, growing team.

Client Administration & Servicing

• First point of contact for clients, phone, email, and in person
• Prepare the meeting room, refreshments, and paperwork
• Coordinate birthday cards, thank you notes, client gifts
• Manage incoming/outgoing post and occasional Post Office trips
• Keep the CRM, Enable, accurate and up to date

Annual Review Support

• Carry out AML and ID checks
• Pull valuation statements and prep review packs
• Book and follow up on client meetings
• Handle post-meeting admin

Business Processing

• Issue Letters of Authority, chase providers, track new business
• Submit new business applications and keep clients informed
• Maintain marketing lists e.g. newsletters

Light Operational Tasks

• Help with things like the stationery order, fire alarm tests, and general office upkeep
• Be a reliable team presence when others are out of the office

Must-Haves:

• A few years’ admin experience in an IFA, financial planning environment
• Confident handling pensions and investments admin processes
• Excellent attention to detail and organisation
• Strong communication and a professional manner
• Proactive and dependable, you take pride in doing things properly

Nice-to-Haves:

• Experience with Enable or similar CRM e.g. iO
• Familiar with Voyant helpful but not essential
• Some exams completed or working towards them
• Knowledge of FCA-regulated processes

A Bit About You

You’re not just looking for a stepping stone, you want to be part of a business that values good people and rewards reliability, professionalism, and teamwork. You’re not here to coast. You show up, pitch in, and genuinely care. That’s what we’re about.

Progression

This is a career administrator role, not a fast track to advice. That said, we support exams and development. There’s room to grow, whether that’s deeper into operations or in future, paraplanning.