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 third parties to obtain required information
• Drafting suitability reports across a broad range of advice areas
• Undertaking technical research, including product and fund analysis
• Carrying out regular file checks and spot checks on team output

What we are looking for:

• Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator,  or in a similar role
• Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers
• Ideally Diploma Level 4 qualified, or actively working towards this qualification
• Strong technical knowledge of pensions and investment products
• Experience using financial platforms to generate illustrations and related documentation
• Confident user of Microsoft Word, Excel and Outlook
• Thorough understanding of Intelligent Office or similar back-office systems

What’s on offer:

• Competitive salary
• Company pension scheme
• Free on-site parking

This is an excellent opportunity for an experienced IFA professional seeking a senior position within a supportive and expanding firm.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.