Senior IFA Administrator – Stockton-on-Tees

Salary: Up to £39,000 (DOE)Full-time |

Are you an experienced IFA Administrator looking to step into a senior role within a highly reputable, supportive financial planning firm. This is an excellent opportunity to join a well-established practice in Harrogate, offering stability, progression and a genuinely collaborative working environment.

The Role

As a Senior IFA Administrator, you will play a key role in supporting advisers and paraplanners, ensuring the smooth delivery of high-quality client service. Your responsibilities will include:

• Managing the full administration process for new and existing business
• Preparing and maintaining client files, valuations and review packs
• Liaising with providers to obtain policy information and process transactions
• Handling LOAs, fund switches, withdrawals and platform-based tasks
• Supporting advisers with meeting preparation and follow-up actions
• Ensuring compliance standards are met and documentation is accurate
• Assisting with workflow improvements and mentoring junior team members

About You

We’re looking for someone who brings:

• Strong experience within an IFA/wealth management environment
• Excellent understanding of pensions, investments and protection products
• High attention to detail and confidence working in a fast-paced setting
• Strong communication skills and a proactive, solutions-focused approach
• Experience using platforms and back-office systems (e.g., Intelliflo)

What’s on Offer

• Salary up to £39,000, depending on experience
• Supportive, friendly team with long-standing staff
• Opportunities for progression into paraplanning if desired
• Professional development and exam support
• Modern office environment in central Harrogate
• Hybrid working may be considered for experienced candidates

If you’re a confident Senior IFA Administrator looking for your next step in a stable, growing firm, we’d love to hear from you.