Senior IFA Administrator - High Performing Team

Are you an experienced Senior IFA Administrator looking to take the next step in a dynamic and professional financial planning environment? We’re partnering with a well-established and highly regarded IFA firm seeking a skilled professional to provide dedicated 1:1 support to a Principal Adviser. This is a key role where your expertise will directly enhance client experience and business performance. You’ll work in a fast-paced setting, collaborating with advisers, paraplanners, and senior partners while playing a central role in delivering seamless financial planning support. In this role, you’ll: • Deliver exceptional client service, from preparing valuations to supporting annual reviews and adviser meetings • Manage new business processing end-to-end, ensuring accuracy and timely communication • Maintain FCA compliance and robust audit trails • Liaise with providers to track applications, chase requirements, and follow up on fees/commission • Keep client records organised and up to date using Intelligent Office • Support a collaborative team environment while driving efficiency and high standards You’ll thrive here if you bring: • Proven experience in an IFA administration role • Strong working knowledge of Intelligent Office • Familiarity with platforms such as Abrdn Wrap and Quilter Wrap • Confidence across multiple provider platforms • Excellent attention to detail and a proactive, client-first mindset • Solid Microsoft Office skills and strong communication ability Action If you’re organised, detail-driven and ready to make an impact in a respected financial planning firm, we’d love to hear from you. Apply today or get in touch to find out more.