Senior IFA Administrator

A well-established and growing wealth management firm is looking to appoint a Senior IFA Administrator to support its continued expansion.

This is an excellent opportunity for an experienced IFA Administrator who wants to step into a more senior role within a structured, supportive environment, with clear progression into paraplanning over time.

The business has a strong reputation for developing staff internally, offering long-term career paths and exposure to more technical work as you progress.

The Role

You will provide high-quality administrative support to Financial Planners, working across the full advice process and ensuring a smooth client journey from start to finish.

Responsibilities

• Supporting advisers with new business submissions and client servicing
• Preparing documentation for client meetings and reviews
• Managing platforms and provider interactions
• Processing fund switches, withdrawals and policy updates
• Maintaining accurate records on back-office systems
• Liaising with clients, providers and internal teams

What We're Looking For

• Minimum 2 years' experience working within an IFA firm
• Strong understanding of financial planning processes and administration
• Ability to work independently and manage workloads effectively
• High attention to detail and organisational skills
• Comfortable working in a fast-paced, team-oriented environment
• Ideally working towards or interested in starting professional exams

What's on Offer

• Salary up to £38,000 depending on experience
• Clear progression pathway into paraplanning
• Support with professional qualifications and development
• Structured onboarding and training
• Hybrid working following initial training period

This is a great opportunity to join a firm that genuinely invests in its people and provides a clear route for long-term career growth within financial planning.

If you are an experienced IFA Administrator looking for your next step, apply now or get in touch for more information.