SENIOR IFA ADMINISTRATOR - YORK

Are you an experienced Financial Services Administrator looking for your next step into a senior position?

We’re working with a well-established Chartered Financial Planning firm looking for a Senior IFA Administrator to join their friendly, collaborative team.

This is an excellent opportunity for someone who takes pride in delivering high-quality work, enjoys building strong client relationships and is confident managing cases independently from start to finish.

You’ll play a key role in supporting Financial Planners, ensuring the smooth running of the business and delivering an exceptional level of service to clients.

Key Responsibilities:

• Independently manage your workload, ensuring tasks are completed efficiently and accurately.
• Manage Financial Planners’ diaries, appointments and client communications.
• Liaise directly with clients and attend meetings alongside Financial Planners.
• Manage complex and technical cases from start to finish.
• Process new business and monitor cases through to completion.
• Handle all aspects of client servicing and provider liaison.
• Prepare high-quality documentation, meeting notes and suitability report drafts.
• Ensure all work is completed in line with compliance and regulatory requirements.
• Keep up to date with industry developments and legislative changes.
• Support colleagues and contribute to a positive, collaborative team environment.

About You:

• Previous experience in an IFA administration role is essential.
• Strong knowledge of financial products, including pensions, investments and protection.
• Experience using financial services platforms and CRM systems.
• Confident liaising with providers and managing end-to-end client processes.
• Excellent written and verbal communication skills.
• Strong IT skills, including Microsoft Word and Excel.
• Exceptional attention to detail, organisation and time management.
• Able to prioritise workloads and work independently.
• Professional, proactive and adaptable, with a positive can-do attitude.
• A supportive team player who enjoys sharing knowledge and mentoring others.

What's on Offer?

• 25 days' annual leave plus bank holidays.
• Office closure over Christmas.
• Health scheme, including access to counselling.
• Salary sacrifice options.
• Performance-related bonus scheme.
• Employee Ownership Trust bonus.
• Pension contributions with no adviser fees.
• Sick pay and Death in Service cover.
• Subsidised gym membership.
• Funded team socials and exciting mystery days out.
• Charity fundraising events.
• Monthly team awards and prizes.
• Free fruit, snacks and refreshments.
• The Company Culture

You'll be joining a people-focused business that genuinely values its employees. With a friendly, supportive culture, a collaborative team environment and plenty of opportunities to get involved in social activities, this is a business that recognises its people are at the heart of its success.

Interested?

If you're an experienced IFA Administrator ready to take the next step in your career, we'd love to hear from you!

Get in touch to find out more or send across your CV for consideration.