Senior IFA Administrator
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Job Location:
Monthly Salary:
Posted on:
23-10-2025
Vacancies:
1 Vacancy
Job Summary
Senior IFA Administrator
This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality client-focused advice.
As part of a dedicated support team of Paraplanners and IFA Administrators you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.
Key Responsibilities
- Assist Paraplanners by gathering research and documentation for reports recommendations and suitability letters.
- Ensure all compliance paperwork is accurately completed and maintained.
- Prepare application forms and supporting documents for the advice process.
- Process and manage new business and servicing cases including more complex transactions through to completion.
- Monitor the progress of applications and proactively update Advisers on any issues or delays.
- Action servicing requests and changes to clients investments.
- Prepare client portfolio valuations and review packs.
- Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases.
Requirements
- Minimum of 3 years experience within an independent financial planning or wealth management firm.
- Strong understanding of financial planning products processes and compliance requirements.
- Ideally hold RO1 or CF1 or be working towards equivalent qualifications.
- Excellent attention to detail with strong numeracy and literacy skills.
- Proficient in Microsoft Office and financial planning software systems.
We are looking for someone proactive organised and collaborative who takes pride in providing high-quality support to both colleagues and clients.
Benefits
- 4x life assurance
- Critical illness cover (2x)
- Employee Assistance Programme
- Health Cash Plan
- 5% employer pension contribution
- Discretionary annual bonus
- 22 days holiday plus bank holidays (option to purchase an additional 5 days)
- Hybrid working
- Both full-time or part-time hours considered
Key Skills
- Leadership skills
- Communication skills
- Diary Management
- GAAP
- Accounting
- ocacle
- Payroll admin
- Performance Management
- Human Resources
- Supervising Experience
- Financial Planning
- Writing Skills
