Senior IFA Administrator

About the role

Our client, a well‑established financial advisory firm, is looking for a proactive Senior IFA Administrator to join their growing team on a permanent basis. You will work closely with Financial Planners and the Client Service Team to support the preparation of client recommendations and ensure smooth processing of new business.

Key responsibilities

• Provide efficient administration and assist advisers in procuring and processing new business.
• Produce all relevant client paperwork, including quotations, illustrations and valuations.
• Process new business documentation in line with service and quality standards.
• Handle queries from clients, advisers or colleagues promptly and effectively.
• Deliver client service that complies with FCA guidelines, internal policies and company standards.
• Develop and maintain strong working relationships with advisers, colleagues and management.

Required profile

• Ambitious, proactive and dedicated with a strong commitment to client service.
• Exceptional administrative abilities and high accuracy under pressure.
• Ability to manage multiple tasks while maintaining attention to detail.

Required skills

• Cashflow modelling

What we offer

• Opportunity to work for a reputable firm that values employee development.
• Clear progression path within a supportive environment.