Senior IFA Administrator

About the Role

Are you an experienced Financial Services Administrator looking to take the next step in your career with a respected reputable Financial Planning firm?

Our client is seeking a Senior Financial Services Administrator to provide high-quality administrative support to Financial Planners and their clients. This is an excellent opportunity to join a professional, client-focused team committed to delivering outstanding service and building lasting client relationships.

Key Responsibilities

* Provide senior administrative support to Financial Planners and the wider client services team.

* Prepare accurate and professional post-review correspondence.

* Support client onboarding and ongoing financial administration.

* Process withdrawals, deposits, investment trades and new business applications.

* Liaise with providers and respond to client queries.

* Maintain accurate client records and manage workflows using Xplan.

* Assist with inbox management and day-to-day administrative tasks.

* Support the administration of deceased client cases with sensitivity and care.

* Manage incoming calls, post and client meeting arrangements.

* Ensure all activities meet regulatory and compliance requirements.

About You

* Previous experience in financial planning, wealth management or financial services administration.

* Working towards, or holding, relevant CII qualifications, such as R01–R06.

* Excellent organisational skills and attention to detail.

* Strong communication skills and the ability to build positive client relationships.

* A professional, empathetic approach to handling client matters.

* The ability to work independently, take initiative and manage competing priorities.

* Good IT skills, including Microsoft Office.

What’s on Offer?

The opportunity to join a well-regarded Financial Planning firm.

* A supportive and collaborative working environment.

* Ongoing training, professional development and study support.

* A rewarding role where you can make a meaningful difference to clients and their financial wellbeing.

If you’re an experienced administrator looking to develop your career within a quality-driven, client-focused financial planning business, we’d be delighted to hear from you