Senior IFA Administrator (Office Manager Path)

About the role

We are a global wealth management business seeking a Senior IFA Administrator to join our modern Middlesbrough office. The role is full‑time, hybrid and offers a clear progression path to Office Manager within the first year.

Key responsibilities

• Act as the primary point of contact for clients when the adviser is unavailable.
• Welcome clients, schedule meetings and prepare comprehensive meeting packs.
• Process new and existing business for pensions, investments and protection, including fund switches.
• Liaise with product providers, submit forms and letters of instruction.
• Maintain and update the back‑office system (XPlan) with accurate client information.

Required profile

• Previous experience supporting a successful financial adviser.
• Good knowledge of pensions, investments and protection products.
• Proven ability to process both new and ongoing client business accurately and efficiently.
• Excellent written and verbal communication skills.
• Client‑centric attitude with a focus on delivering high‑quality service.

Required skills

• XPlan

What we offer

• 35‑hour week with hybrid working.
• 26 days annual leave plus statutory holidays.
• Contributory pension, private healthcare, life assurance and health insurance.
• Cycle‑to‑work scheme, charity volunteer days and career development support.