Senior Administrator

An exciting opportunity has arisen for a highly experienced and detail-oriented Senior IFA Administrator to join a prestigious Wealth Management firm. This role is ideal for a professional who thrives in a fast-paced, client-focused environment and is eager to contribute to a high-performing advisory team.

The OpportunityThe Senior IFA Administrator will take on a key role, providing vital support to Financial Advisers and ensuring the smooth delivery of exceptional client service. From managing complex administrative tasks to overseeing compliance processes, this position offers a chance to make a significant impact while advancing within the financial services industry.

Competitive Salary: Up to £45,000, dependent on experience.

Why This Firm?

• Industry Leadership: A well-respected firm with a reputation for delivering tailored financial solutions and exceptional client care.
• Career Advancement: Dedicated to fostering growth, the firm supports professional development and qualifications to help employees reach their potential.
• Collaborative Culture: Work within a friendly and supportive team that values collaboration, innovation, and excellence.
• Flexible Working: Enjoy a hybrid working model and flexible hours to promote work-life balance.

Key Responsibilities

• Supporting Financial Advisers by preparing client review packs, supporting paraplanners with suitability reports, and other critical documentation.
• Managing and maintaining accurate client records, ensuring compliance with FCA regulations.
• Liaising with product providers, clients, and colleagues to facilitate smooth processes and resolve queries.
• Overseeing and improving administrative workflows to enhance efficiency across the advisory team.
• Staying up to date with regulatory requirements and ensuring compliance across all administrative activities.

Candidate Profile

• Proven experience as an IFA Administrator, with a strong understanding of financial services and FCA compliance.
• Excellent organisational skills and the ability to manage multiple tasks with precision.
• Proficient in using financial software and the Microsoft Office Suite.
• Strong interpersonal skills, with the confidence to communicate effectively with clients, providers, and colleagues.
• A proactive and professional attitude, with a commitment to delivering high-quality support.

Take the Next StepThis is a fantastic opportunity for a Senior IFA Administrator to bring their expertise to a dynamic and supportive environment. If you’re ready to take your career to the next level, apply now to join a firm that values your contribution and supports your professional journey.