Senior IFA Administrator (Full or Part Time)

Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You’ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: * Acting as the first point of contact for client enquiries, delivering a professional and responsive service * Managing client and provider correspondence efficiently * Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms * Maintaining and updating client records using Intelligent Office (IO) * Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters * Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance * Completing application forms and managing submissions through to completion * Liaising with providers to ensure business progresses smoothly * Supporting investment reporting and maintaining accurate systems and records About You * At least 2 years’ experience within an IFA or financial planning firm * Strong technical knowledge across pensions, investments and protection * Experience with Intelligent Office (IO) is advantageous * Excellent communication skills, both written and verbal * Organised, proactive, and confident in a fast-paced environment What’s on Offer * Salary up to £40,000 (depending on experience) * Discretionary bonus * Structured training programme with ongoing development support * Exam funding and clear career progression pathways * Comprehensive benefits package including pension, life cover, and wellbeing support * Flexible working options (full or part-time)