Senior IFA Administrator

Job Description:

This Senior Technical Administrator to IFA Senior Adviser job offers a rare opportunity for an experienced career administrator to step into a trusted, senior support role working directly with a highly established Independent Financial Adviser with high net worth clients.

This position sits at the heart of a professional financial planning business and combines senior level technical IFA administration with dedicated one to one support to a Senior Adviser who is also part of the senior leadership team. The focus is on quality, accuracy and discretion  making it ideal for someone who genuinely enjoys the administrative and technical side of financial planning.

You will be responsible for managing the Adviser’s day to day administrative workload, ensuring client work is processed accurately and efficiently, and acting as a key point of contact for providers, clients and internal teams. The role includes a strong technical element, supporting client reviews, valuations, cashflow inputs and suitability documentation, alongside diary and communication management.

This is a highly trusted role suited to someone confident operating at senior level, comfortable handling sensitive information and able to manage competing priorities in a busy, office based environment.

Senior IFA Administrator Requirements

• Essential previous experience within an IFA practice in a technical or senior administrative role
• Essential minimum of 2 years Financial Services experience
• Essential experience with valuations, fund switches, cashflow modelling inputs and suitability documentation
• Desirable experience submitting new business, pensions, investments or protection
• Desirable experience using IFA back office systems such as Curo

The Company

The business is a well established and growing Independent Financial Advice firm with a strong reputation for professionalism, long term client relationships and high quality advice. They place real value on experienced administrators and operate a supportive, collaborative office environment.

Senior IFA Administrator

• Salary circa £35k dependent on experience
• Full time permanent role
• Office based working
• Standard company benefits package

Location

Office based role within the UK. Full location details will be shared at shortlisting stage.

If you are an experienced IFA administrator looking for a senior, trusted support role without pressure to move into paraplanning or advice, please apply to be considered.

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information