Job Description
Are you highly organised, detail-driven, and motivated by helping clients receive exceptional financial advice? We’re looking for a proactive Senior Administrator to join a growing financial planning team. This is a pivotal role working closely with advisers and paraplanners to ensure clients receive a seamless, professional, and well-coordinated service.
If you thrive in a fast-paced environment, enjoy variety in your day, and take pride in delivering outstanding client support, this could be the perfect next step in your career.
About the Role
As an IFA Administrator, you will be at the heart of the advice process. You’ll manage client reviews, coordinate documentation, support advisers, and ensure our back-office systems are accurate and up to date. You’ll also be a key point of contact for clients, helping maintain strong relationships and ensuring their needs are met promptly and professionally.
This is a diverse and rewarding position with real influence over the client experience and the smooth running of the business.
Key Responsibilities
Client Review & Advice Support
* Identify clients due for review and arrange appointments.
* Prepare and manage client files, ensuring all required documentation is complete.
* Gather missing information directly from clients and input data into Intelliflo (IO).
Post-Submission & Case Management
* Upload documents to lenders/providers and follow up on outstanding requirements.
* Keep clients updated throughout the process.
* Proactively progress new business applications and chase providers for updates.
Adviser & Office Support
* Provide day-to-day administrative support to advisers.
* Answer calls, manage messages, and respond to central mailbox enquiries.
* Book internal meetings and manage the central diary.
* Meet and greet clients and prepare meeting rooms.
Ongoing Client Servicing
* Process top-ups, pension withdrawals, and annual review packs.
* Issue letters of authority and gather provider information.
* Respond to client queries promptly and efficiently
* Work with paraplanners to complete compliance and service cases.
Platform & Data Management
* Monitor transfers-in, claim advice fees, and invest client monies.
* Ensure client data is stored securely, and Intelliflo is always up to date.
* Sort and distribute daily post and deliveries.
About You
We’re looking for someone who brings energy, accuracy, and a genuine interest in financial services.
Essential Qualities
* Highly organised with exceptional attention to detail.
* Strong written and verbal communication skills.
* Able to build positive working relationships with colleagues and clients.
* Comfortable working under pressure and managing multiple tasks.
Desirable Experience
* Previous experience as an IFA Administrator.
* Familiarity with Intelliflo (IO) or similar back-office systems.
* Undergraduate degree or equivalent.
* Willingness to work towards a Level 4 financial advice qualification.
Why Join?
You’ll be part of a supportive, professional team where your contribution genuinely matters. This role offers variety, responsibility, and the opportunity to develop your knowledge of UK financial services — with clear pathways for progression.