About

Senior - IFA Administrator Location: Winnersh Triangle, ReadingHours: Full-time (37.5 hrs)Salary: £30,000–£35,000 (DOE) + excellent benefitsOffice-Based Role About the Company A fast-growing and forward-thinking financial planning firm in Reading is looking for an experienced Senior IFA Administrator to join their supportive and client-focused team. The business is committed to delivering outstanding outcomes for a wide range of clients, specialising in pensions, retirement planning and intergenerational wealth. Their service goes far beyond traditional financial advice, they build genuine relationships, understanding what matters most to their clients both financially and personally. This employer also places a strong emphasis on developing their people. They offer comprehensive training, ongoing professional development, and a benefits package that supports wellbeing, stability, and long-term growth. Their team blends decades of financial planning experience with fresh talent who are shaping their careers in an encouraging and collaborative environment. ? The Role The Senior IFA Administrator will play a pivotal role in ensuring the smooth operation of the client journey, supporting advisers, and helping to uphold the firm’s strong service standards. This position is ideal for someone confident, experienced, and ready to take on greater responsibility within a high-performing team. Key Responsibilities: Responding to client enquiries quickly and professionallyEnsuring all client communications and records are accurately maintained in Intelliflo (iO)Gathering, collating, and verifying client policy information in line with KYC requirementsObtaining product details, quotes, illustrations and