This Senior Technical Administrator to IFA Senior Adviser job offers a rare opportunity for an experienced career administrator to step into a trusted, senior support role working directly with a highly established Independent Financial Adviser with high net worth clients.This position sits at the heart of a professional financial planning business and combines senior level technical IFA administration with dedicated one to one support to a Senior Adviser who is also part of the senior leadership team. The focus is on quality, accuracy and discretion making it ideal for someone who genuinely enjoys the administrative and technical side of financial planning.You will be responsible for managing the Advisers day to day administrative workload, ensuring client work is processed accurately and efficiently, and acting as a key point of contact for providers, clients and internal teams. The role includes a strong technical element, supporting client reviews, valuations, cashflow inputs and suitability documentation, alongside diary and communication management.This is a highly trusted role suited to someone confident operating at senior level, comfortable handling sensitive information and able to manage competing priorities in a busy, office based environment.
Increase your chances of an interview by reading the following overview of this role before making an application.
Senior IFA Administrator Requirements Essential previous experience within an IFA practice in a technical or senior administrative role
Essential minimum of 2 years Financial Services experience
Essential experience with valuations, fund switches, cashflow modelling inputs and suitability documentation
Desirable experience submitting new business, pensions, investments or protection
Desirable experience using IFA back office systems such as Curo
The CompanyThe business is a well established and growing Independent Financial Advice firm with a strong reputation for professionalism, long term client relationships and high quality advice. They place real value on experienced administrators and operate a supportive, collaborative office environment.
Senior IFA Administrator Salary circa £35k dependent on experience
Full time permanent role
Office based working
Standard company benefits package
LocationOffice based role within the UK. Full location details will be shared at shortlisting stage.If you are an experienced IFA administrator looking for a senior, trusted support role without pressure to move into paraplanning or advice, please apply to be considered. xsngvjr
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