Experienced IFA Administrator required | Wessex IM

As an Experienced IFA Administrator you will be member of a team providing support to 3 financial planners

Your duties will be focussed on, but not restricted to, providing a pro-active approach to client servicing and business processing.


  • Have previous experience as an IFA Administrator
  • Have knowledge of investments and pensions administration
  • Have knowledge of Intelliflo and platform providers
  • Have exceptional attention to detail
  • Must be at ease on the telephone
  • Be highly organised


  • Competitive salary reflecting level of experience
  • Death in Service, Contributory Pension, employer-sponsored private medical insurance and 25 days holiday plus bank holidays
  • Assistance with improving your industry qualifications and continuing CPD
  • All the tea and coffee you can drink, the occasional foodie Friday or tasty Tuesday and a dynamic vibrant workplace!

The Job:

  • 37.5 hours per working week
  • Office based role in Shaftesbury with free parking

The company’s ethos is one of sustainability and responsible investing; acting with the utmost degree of integrity and professionalism at all times. Wessex Investment Management is a “Living Wage Employer” a member of The Organsiation for Responsible Businesses and a signatory to the United Nation’s Principles for Responsible Investing.

If you want to know more contact Lisa Bailey via email l.bailey@wessexim.co.uk or on 01747 859411


NUMBER ONE, The Wincombe Centre, Wincombe Business Park, Shaftesbury, SP7 9QJ

Wessex Investment Management Limited is authorised and regulated by the Financial Conduct Authority.

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