Role: Senior IFA Administrator

Location: Milton Keynes

Salary: Negotiable

The Opportunity

A bespoke, client-centric independent financial planning firm based in Milton Keynes is looking to add a Senior IFA Administrator to its growing team. The firm advises a broad and diverse client base and continues to grow year on year. It also has a strong reputation for developing its people and supporting long-term career progression.

Role Overview

The successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning.

Key Responsibilities

• Processing new business applications and maintaining accurate client records.
• Liaising with providers to obtain policy information and updates.
• Preparing documentation for client meetings, including valuations and reports.
• Managing client communications and scheduling appointments.
• Supporting the team with compliance and regulatory requirements.
• Assisting with annual reviews and updating client files accordingly.

Candidate Skills

Essential:

• Previous experience in a similar IFA, wealth management or financial services administration role.
• Experience supporting a variety of pensions and investments cases
• Strong organisational and communication skills.
• High level of accuracy and attention to detail.
• Proficient in Microsoft Office and CRM systems.

Desirable:

• Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent).
• A proactive attitude and willingness to learn and grow within the role.

Some of the Benefits on offer include:

• Strong holiday allowance and option for additional days (Salary Purchase)
• Private Medical Insurance
• Pension Scheme
• Life Assurance
• CII Exams & Membership funding
• Discretionary Bonus