Senior IFA Administrator - High Performing Team
29 days ago
Orpington
Are you an experienced Senior IFA Administrator looking to take the next step in a dynamic and professional financial planning environment? \n 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. \n 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. \n In this role, you’ll: \n\n • Deliver exceptional client service, from preparing valuations to supporting annual reviews and adviser meetings\n, • Manage new business processing end-to-end, ensuring accuracy and timely communication\n, • Maintain FCA compliance and robust audit trails\n, • Liaise with providers to track applications, chase requirements, and follow up on fees/commission\n, • Keep client records organised and up to date using Intelligent Office\n, • Support a collaborative team environment while driving efficiency and high standards\n\n You’ll thrive here if you bring: \n\n • Proven experience in an IFA administration role\n, • Strong working knowledge of Intelligent Office\n, • Familiarity with platforms such as Abrdn Wrap and Quilter Wrap\n, • Confidence across multiple provider platforms\n, • Excellent attention to detail and a proactive, client-first mindset\n, • Solid Microsoft Office skills and strong communication ability\n\n Action \n If you’re organised, detail-driven and ready to make an impact in a respected financial planning firm, we’d love to hear from you. \n Apply today or get in touch to find out more. \n \n \n