Senior IFA Administrator
Job Ref: 90405
Location: Amersham, Buckinghamshire
Salary: £35,000 - £45,000 Per Annum
Employment Type: Permanent
Overview
A long-established, high-quality IFA practice based in Amersham, Buckinghamshire is looking to appoint an experienced Senior IFA Administrator to join their close-knit team. This role is a key hire for the business, created to help maintain service levels for a high-net-worth client base during a period of continued growth.
Opportunity
* Well-established IFA firm with a stable, loyal client bank
* Focus on existing HNW clients, not high-volume new business
* Small, supportive team environment (3 staff total)
* Opportunity to step into a senior, trusted admin role with some paraplanner responsibilities without needing previous senior title experience
The Role
You’ll take responsibility for overseeing the day-to-day administration and back‑office function, supporting the sole adviser and working closely with two other experienced team members.
Key Responsibilities
* End‑to‑end IFA administration and workflow oversight
* Pensions‑focused administration (approx. 65% of business)
* LOAs, fund switches and client servicing
* Supporting suitability and report writing (some paraplanning exposure)
* Maintaining high compliance and service standards
* Acting as a senior point of support within the office
What We’re Looking For
* 5+ years’ experience in an IFA administration role (ideally)
* Strong pensions knowledge (RO4 highly desirable)
* At least a couple of RO exams completed, with the ambition to progress to Level 4
* Comfortable stepping into a senior position with autonomy and responsibility
* Looking to develop long‑term within administration/paraplanning (not a trainee adviser route)
* Professional, reliable and confident working in a small, established team
Working Pattern & Benefits
* Fully office‑based (occasional ad‑hoc WFH only in emergencies)
* Free on‑site parking
* Excellent transport links (200m from station, local amenities nearby)
* 22 days holiday + bank holidays, increasing with service
* Office closes over Christmas (taken from annual allowance)
* Aviva pension (5% employer / 3% employee)
Future exams and qualifications will be fully funded.
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