About

I am currently recruiting for a Senior IFA Administrator position with an established Independent Financial Advice firm dedicated to helping clients achieve their financial and lifestyle goals.Company DescriptionMy client is a well-established and growing firm that provides whole-of-market guidance to clients locally and across the UK.Role DescriptionThis is a full-time, on-site role for a Senior IFA Administrator. Responsibilities include managing client administration, preparing review packs and reports, processing applications, and maintaining compliance documentation. You will proactively support the Independent Financial Advisers (IFAs), liaise with product providers, and ensure accurate recordkeeping while fostering professional relationships with clients and colleagues.Salary & Benefits Salary: £28,000 - £35,000 per annum, plus benefits.Work Arrangement: On-site; hybrid options (1 day per week) may be considered after an initial period.Qualifications Proven experience in a financial services or IFA environment is essential. Proficiency in financial administration, client file management, and compliance. Familiarity with financial products, including investments, pensions, and protection plans.Strong organisational, analytical, and time management skills. Excellent written and verbal communication skills with high attention to detail.Proficiency in Microsoft Office Suite (Word, Excel, Outlook).If you are interested in this opportunity, please get in touch for more information.