Senior IFA Administrator – Director Client Support
Location: Norwich International Business Park, Norfolk. Employment Type: Permanent. Salary: £30,000 – £50,000 per annum (DOE).
We are working with a well‑established and growing financial planning firm in Norwich looking to appoint an experienced Senior IFA Administrator / Director Client Support to work closely with one of their Directors and a portfolio of high‑net‑worth clients. This is a key senior support role, ideal for someone who has supported senior Financial Advisers previously and is confident handling complex cases, senior stakeholders, and demanding client relationships.
Key Responsibilities
* Provide comprehensive, high‑quality administrative support to a Director.
* Full diary and calendar management, including advance planning of client and company meetings.
* Act as a key point of contact for high‑net‑worth clients via phone, email and client portal.
* Prepare client packs and documentation to a very high standard pre‑ and post‑meetings.
* Maintain and update client financial plans using Intelligent Office (IO) and PFP.
* Assist with and audit new business submissions, including suitability report preparation.
* Complete post‑sale administration and ensure all compliance requirements are met.
* Track Director progress against written and pay‑on targets.
* Maintain and segment a complex client book, attending regular review meetings.
* Liaise with product providers and key stakeholders.
* Use and engage confidently with AI‑enabled tools to improve efficiency.
* Identify workflow from client and adviser actions and prioritise accordingly.
* Support training and development initiatives across processes and products.
Essential Requirements
* Proven experience supporting senior advisers or Directors within an IFA or wealth management firm.
* Confidence working with high‑net‑worth and complex clients.
* Outstanding organisation, prioritisation and time‑management skills.
* Strong written and verbal communication.
* High attention to detail and ability to work under pressure.
Desirable Requirements
* 5+ years’ experience in IFA administration (senior exposure more important than years).
* Experience using Intelligent Office.
* Knowledge of pensions, investments and tax planning products.
* Experience preparing or assisting with suitability reports.
* Interest in mentoring or training others.
Progression & Development
* Full training and structured development provided.
* Opportunity to progress into more senior operational roles.
* Potential pathway into advising for the right individual.
* Salary progression and reviews available post‑probation.
Working Pattern
* Fully office‑based during probation.
* After 6 months: up to 2 days per month working from home, subject to business needs.
Salary & Benefits
* Salary range: £30,000 – £50,000, dependent on experience.
* Holiday starting at 22 days, increasing with service (up to 26 days).
* Employer pension: 6% employer / 3% employee.
* Group income protection & life assurance (4× salary).
* Enhanced sick pay scheme.
* Employee Assistance Programme.
* Cycle to Work scheme.
* Loyalty holiday scheme.
* Free on‑site parking.
* Access to a Financial Adviser.
* Discounts at sister companies.
* Additional on‑site benefits (Norwich office).
Interview Process
* Stage 1: Short Teams screening.
* Online literacy & numeracy assessment.
* Stage 2: Interview with Operations Director (Teams / on‑site).
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