Senior IFA Administrator

Job Title: Senior IFA Administrator

Industry: Financial Services

Location: Grimsby (Hybrid)

Salary: Up to £40,000

Job reference: 10342

Job Description:

Recruit UK is working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established wealth management firm at their office in Grimsby.

As a Senior IFA Administrator, you will support advisers across all aspects of financial services administration. This will include processing Letters of Authority (LOAs), handling client correspondence, and liaising with providers and clients.

Responsibilities

• Processing new business applications and liaising with providers to ensure timely completion
• Prepare client appointment packs and manage adviser diaries
• Ensure all documentation meets FCA regulatory standards
• Gather data for cash flow modelling and portfolio analysis

Benefits:

• Salary up to £40,000 (dependent on skills, qualifications, and experience)
• Opportunities to progress to a Team Leader role over time
• Private medical insurance
• 22 days' annual leave + 2 days Christmas closure + half-day on your birthday + bank holidays
• Purchase holiday scheme
• Pension contribution
• Flexitime
• Discretionary bonus
• Hybrid working post-probation
• Support and funding towards further qualifications
• Excellent career progression opportunities
• Perk box

Skills and experience required:

• Minimum of 1 years' experience (or equivalent) as an Administrator within an Independent Financial Advice Company
• Experience with Intelligent Office and FE Analytics is highly advantageous
• Strong organisational skills with the ability to plan and prioritise effectively

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.