About the Role
An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients.
As a Senior IFA Administrator, you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance.
This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits.
You will be responsible for:
* Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service
* Serving as a point of contact for clients, handling queries professionally and proactively
* Maintaining and updating back-office systems and client records
* Processing new business, applications, transfers and ongoing servicing requests
* Preparing meeting documentation, valuations and supporting paperwork
* Liaising with product providers and thi...
As a Senior IFA Administrator, you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance.
This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits.
You will be responsible for:
* Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service
* Serving as a point of contact for clients, handling queries professionally and proactively
* Maintaining and updating back-office systems and client records
* Processing new business, applications, transfers and ongoing servicing requests
* Preparing meeting documentation, valuations and supporting paperwork
* Liaising with product providers and thi...
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