An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 – £40,000.
You Will Be Responsible For
Leading, mentoring, and developing the client support team.
Allocating and monitoring workloads to ensure deadlines are achieved.
Managing complex or high-priority client administration tasks directly.
Overseeing onboarding, annual reviews, and day-to-day service delivery.
Acting as the main operational point of contact between advisers and paraplanners.
Monitoring workflow and addressing bottlenecks before they escalate.
Maintaining compliance and ensuring quality standards are met.
Driving continuous improvement across systems and processes.
(If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
At least 2 years of experience in financial services
A strong background in financial services administration (pensions, investments, insurance, or wealth management).
Proven ability to lead teams and manage multiple priorities effectively.
Excellent attention to detail and accuracy in all tasks.
Strong organisational skills and effective communication.
What’s on Offer
Competitive salary
Generous holiday entitlement.
Professional development and qualification support.
Company pension and wellbeing initiatives.
Enhanced family leave policies.
Additional leave and regular company events.
Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
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