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Permanent

Senior IFA Administrator - High Performing Team

Orpington
money-bag 32000.00-32000.00 Annual
3130706017
Posted 4 days ago

Are you an experienced Senior IFA Administrator looking to take the next step in a dynamic and professional financial planning environment?We''re partnering with a well-established and highly regarded IFA firm seeking a skilled professional to provide dedicated 1:1 support to a Principal Adviser. This is a key role where your expertise will directly enhance client experience and business performance.You''ll work in a fast-paced setting, collaborating with advisers, paraplanners, and senior partners while playing a central role in delivering seamless financial planning support.In this role, you''ll:Deliver exceptional client service, from preparing valuations to supporting annual reviews and adviser meetingsManage new business processing end-to-end, ensuring accuracy and timely communicationMaintain FCA compliance and robust audit trailsLiaise with providers to track applications, chase requirements, and follow up on fees/commissionKeep client records organised and up to date using Intelligent OfficeSupport a collaborative team environment while driving efficiency and high standardsYou''ll thrive here if you bring:Proven experience in an IFA administration roleStrong working knowledge of Intelligent OfficeFamiliarity with platforms such as Abrdn Wrap and Quilter WrapConfidence across multiple provider platformsExcellent attention to detail and a proactive, client-first mindsetSolid Microsoft Office skills and strong communication abilityActionIf you''re organised, ..... full job details .....

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