Senior IFA Administrator - High Performing Team

Are you an experienced Senior IFA Administrator looking to take the next step in a dynamic and professional financial planning environment?

We’re partnering with a well-established and highly regarded IFA firm seeking a skilled professional to provide dedicated 1:1 support to a Principal Adviser. This is a key role where your expertise will directly enhance client experience and business performance.

You’ll work in a fast-paced setting, collaborating with advisers, paraplanners, and senior partners while playing a central role in delivering seamless financial planning support.

In this role, you’ll:

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• Deliver exceptional client service, from preparing valuations to supporting annual reviews and adviser meetings
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• Manage new business processing end-to-end, ensuring accuracy and timely communication
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• Maintain FCA compliance and robust audit trails
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• Liaise with providers to track applications, chase requirements, and follow up on fees/commission
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• Keep client records organised and up to date using Intelligent Office
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• Support a collaborative team environment while driving efficiency and high standards
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You’ll thrive here if you bring:

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• Proven experience in an IFA administration role
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• Strong working knowledge of Intelligent Office
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• Familiarity with platforms such as Abrdn Wrap and Quilter Wrap
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• Confidence across multiple provider platforms
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• Excellent attention to detail and a proactive, client-first mindset
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• Solid Microsoft Office skills and strong communication ability
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Action

If you’re organised, detail-driven and ready to make an impact in a respected financial planning firm, we’d love to hear from you.

Apply today or get in touch to find out more.