Senior Financial Administrator

• Annual Salary: £28,000 - £32,000
• Location: York
• Job Type: Full-time, Hybrid (3 days in office, 2 from home)

An exciting opportunity has arisen for an experienced IFA Administrator to join a vibrant, professional independent financial advisory firm. As a key member of our dynamic team, you will provide crucial support to our financial planners and clients, working with Whole of Market products.

• Deliver a dedicated and professional support service to IFAs and clients.
• Process technical and complex cases, ensuring all parties are kept fully updated on case progression.
• Build trusted relationships with clients through proactive communication via phone and email.
• Manage routine client communications, book review meetings, and prepare meeting files.
• Maintain consistent and accurate client records.
• Review client portfolios on an annual or biannual basis and produce reports.
• Prepare investment illustrations and process applications through to completion.
• Conduct research and analysis using tools such as SAPP, FE, and Iress.
• Administer and maintain company records, including general office duties.

• Minimum of 3 years’ experience in a wealth management firm, with knowledge of pensions and investments.
• Proficiency in producing valuation reports for clients.
• Exceptional organizational skills and the ability to work with a high level of accuracy.
• Experience in writing detailed and complex suitability reports/letters.
• Proficient in using Intelligent Office back office system.
• Strong interpersonal skills, including excellent written and verbal communication.
• Great time management skills with the ability to organise and prioritise workload.
• Customer and quality-focused with a good telephone manner.
• Experience with SAPP & FE.

• Experience using Asana Back office System.
• Experience in handling more complex cases, e.g., IHT & Trusts.

• Hybrid working model (3 days in office, 2 from home).
• Training & Exam support for professional qualifications.
• 28 days holiday, increasing with service.
• Company pension scheme.
• Discretionary bonus.

To apply for this IFA Administrator role, please submit your CV and a member of the team will be in touch ASAP to discuss further.