Senior IFA Administrator
Location: Grimsby, Lincolnshire
Employment Type: Permanent
Salary: £30,000–£40,000 + Benefits and Bonuses
About The Role
We are looking for an experienced IFA Administrator to join a growing financial planning team. This role supports advisers across the full client lifecycle and requires strong technical knowledge, excellent organisational skills, and confidence using Intelligent Office (iO).
You’ll be joining a supportive team environment with clear processes, strong adviser relationships, and opportunities to contribute to ongoing improvements.
Key Responsibilities
* Process new and existing business across pensions, investments, and protection
* Prepare valuation reports, review packs, and client documentation
* Manage Letters of Authority and obtain policy information from providers
* Maintain accurate client records within Intelligent Office (iO)
* Liaise with advisers, paraplanners, and providers to ensure smooth case progression
* Support compliance and ensure all work meets regulatory standards
* Assist with workflow management and contribute to team efficiency
About You
* At least 5 years experience in an IFA/financial planning admin role
* Strong working knowledge of Intelligent Office (iO)
* Confident handling end‑to‑end administrative processes
* Excellent attention to detail and ability to work in a fast‑paced environment
* Strong communication and relationship‑building skills
Benefits
* Salary between £30,000–£40,000 depending on experience
* Hybrid working (3 days office / 2 days WFH)
* Supportive team with long‑term stability
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