An established and highly regarded boutique independent financial planning firm is seeking an experienced Senior IFA Administrator to join their growing team. This is a key hire within the business and offers the chance to combine high-level administrative responsibility with a degree of leadership and mentorship.
The company delivers fully independent, holistic financial advice to a longstanding portfolio of high-net-worth and ultra-high-net-worth clients. As part of their ongoing growth, they are strengthening their support function and are looking for someone who can deliver exceptional client service while acting as a knowledgeable point of contact for junior members of the administration team.
The Opportunity
This role is ideal for a confident and capable IFA Administrator looking to take the next step in their career. You will provide full administrative support to Financial Planners, liaise regularly with clients and providers, and ensure that all aspects of the advice process run smoothly and efficiently.
In addition to your core responsibilities, you’ll act as a go-to contact for junior administrators, providing guidance, sharing best practices, and assisting with training and workflow where needed.
Key Responsibilities:
- Provide comprehensive administrative support to Financial Planners across the full advice process
- Process new business, manage client reviews, and handle documentation with accuracy and efficiency
- Liaise with clients, product providers, and internal teams to ensure timely and professional communication
- Assist in training and mentoring junior administrators, supporting their development and queries
- Maintain up-to-date client records and ensure compliance with internal procedures and regulatory requirements
- Contribute to a positive team culture, supporting wider operational initiatives as the business grows
What’s on offer:
- Basic salary up to £42,000 (depending on experience)
- Leadership responsibilities within a collaborative and supportive environment
- Opportunities for continued professional development and career progression
- Low staff turnover and a strong, people-first company culture
- Exposure to HNW/UHNW clients and high-quality financial planning
This is a great opportunity for a skilled Administrator to step into a senior support role within a growing, forward-thinking firm—offering real variety, client interaction, and the chance to support and mentor others.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
