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Senior IFA Administrator

Job Posted: 4 days ago

Salary: £ 35,000 - 45,000 / Annum
Job Type: Permanent
Location: Epsom, Surrey

Expire in: 24 days

Job Description

Senior IFA Administrator | Career Progression
Join a growing Financial Planning practice where you’ll play a key role in managing client relationships and have genuine opportunities to progress.
Our client is a well-established and expanding Financial Planning firm looking for an experienced IFA Administrator to join its close-knit team.
Supporting experience Financial Adviser's, you will also work closely with the Managing Director, taking ownership of the full client administration process. This is a senior role for someone who is confident, organised and capable of working independently. You’ll also work alongside an experienced Paraplanner and have the support of a Junior Administrator.
The Role
You’ll take responsibility for a varied portfolio of client administration, including:
  * Managing new business, onboarding, annual reviews and ongoing client servicing.
  * Processing investments, withdrawals, fund switches and platform instructions.
  * Managing Letters of Authority and provider transfers from start to finish.
  * Maintaining accurate client records using Plannr CRM.
  * Preparing review documentation and coordinating client meetings.
  * Acting as a key point of contact for clients, providers and platforms.
  * Supporting model portfolio rebalancing following reviews, investments and withdrawals.
  * Providing wider administrative support across the business.
  * Over time, supporting annual review reports, straightforward client recommendations and maintaining financial plans using Voyant.
What We’re Looking For
You’ll ideally have:
  * Over 2 years’ experience within an IFA or Financial Planning firm.
  * A solid understanding of the financial advice process, including pensions, ISAs, investment bonds and investment platforms.
  * Experience with AJ Bell, Aviva or Transact would be beneficial.
  * Voyant experience would be an advantage.
  * Excellent organisation, attention to detail and the ability to manage multiple priorities.
  * A proactive, professional and personable approach.
CII qualifications are advantageous but not essential. The firm is committed to professional development and will fund relevant industry qualifications and exams.
Genuine Career Progression
This role offers two clear career paths:
Senior Administration – Build your career as a highly valued senior administrator, taking ownership of increasingly complex responsibilities.
Paraplanning – Develop your technical knowledge and progress into paraplanning, gaining experience in review reports, Voyant cashflow planning and more technical client work.
Why Consider It?
This is a great opportunity to join a growing, supportive Financial Planning business where you’ll have real responsibility, direct exposure to advisers and clients, and genuine long-term career progression.
Whether you want to become a senior administration specialist or move towards paraplanning, the firm will support you in developing your career

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