Senior IFA Administrator

About the role

We are seeking an experienced Senior IFA Administrator to support a high‑net‑worth practice near Alderley Edge. You will work closely with a Financial Planner and an Associate Financial Planner to ensure smooth day‑to‑day administration for a defined client bank.

Key responsibilities

• Handle day‑to‑day administration for client servicing and new business processing.
• Maintain immaculate, up‑to‑date records in the back‑office system (Curo).
• Record and index all communications accurately.
• Manage task lists within Curo and Outlook.
• Complete and submit new‑business forms to financial product providers.
• Produce valuations and preparation packs for annual planning meetings.
• Perform general administration and processing duties.

Required profile

• Previous experience supporting financial advisors.
• Demonstrated ownership and independence in prior roles.
• Ability to manage workload and prioritize tasks effectively.
• Experience dealing with demanding clients is essential.

Required skills

• Curo
• SharePoint (desirable)
• Microsoft Outlook

What we offer

• An inclusion‑first company culture that values diversity and equitable pathways.