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Senior ifa admin

Marlow
Posted: 12h ago
Offer description

Senior IFA Administrator Up to £40,000 | Full-Time | Hybrid Marlow, Buckinghamshire Are you an experienced financial services administrator looking for a dynamic role in a growing IFA firm? Our client, a highly respected Independent Financial Adviser practice based in Marlow, is seeking a Senior IFA Administrator to join their fast-paced and collaborative team. What’s on Offer? Salary: Up to £40,000 (DOE) Hybrid working: Flexible split between office and home Career development: Full study support and access to an academy programme Culture: Energetic, driven, and supportive team environment About the Role You’ll play a key role in supporting advisers and paraplanners within a pod structure (1 adviser, 1 paraplanner, 1 admin), giving you exposure to complex client cases and a broad range of responsibilities. Unlike larger firms where tasks are siloed, this role offers variety and the chance to develop a diverse skillset. Day-to-day Responsibilities Include Managing client administration across pensions, investments, and protection Preparing and processing documentation for new business and ongoing reviews Liaising with providers and clients to ensure smooth service delivery Maintaining accurate records on CRM and other back-office systems Supporting advisers and paraplanners with compliance and reporting tasks What We’re Looking For Previous experience in financial services administration (IFA or wealth management preferred) Ability to work self-sufficiently in a high-paced environment Strong organisational skills and attention to detail Energy, enthusiasm, and a proactive approach – cultural fit is key! Open to change and excited to grow with a rapidly expanding firm Why Join? This is a fantastic opportunity to become part of a forward-thinking business that values professional development and offers genuine career progression. If you’re looking for a role where you can make an impact and learn from experienced professionals, this could be the perfect fit.

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