Our client is seeking a highly organised and proactive professional to join a growing financial planning business. This position offers the opportunity to become an integral part of the advice team, supporting clients throughout their financial planning journey while developing your own technical knowledge and career within wealth management.

As a Senior IFA Administrator, you'll provide comprehensive support to Financial Advisers, clients, and external providers. You'll manage a varied caseload from start to finish, ensuring all applications, client reviews, and administrative processes are handled efficiently and accurately.

Role & Responsibilities:

• Manage client cases from initial enquiry through to completion.
• Act as a key contact for clients, answering queries and providing regular progress updates.
• Coordinate adviser meetings and ensure all supporting documentation is prepared in advance.
• Obtain information from pension providers, investment platforms, insurers, and other third parties.
• Handle Letters of Authority and information-gathering processes efficiently.
• Process new business applications and monitor them through to completion.
• Maintain accurate client records and documentation using company CRM systems.
• Support annual review processes, including gathering valuations and preparing client review documentation.
• Ensure all work is completed in line with regulatory requirements and internal procedures.
• Collaborate with advisers and colleagues to deliver a seamless client experience.

Do you have the following to apply?

• Previous experience within a financial planning, wealth management, or IFA environment.
• Strong understanding of pensions, investments, and financial services administration.
• Confident using CRM systems and financial planning technology.

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of our client.