Ready to step into a role where your expertise genuinely matters? Join a high-performing wealth management team as a Senior IFA Administrator and become the engine behind exceptional client service.
We’re looking for someone who thrives in a fast-paced environment, loves taking ownership, and brings confidence, accuracy and initiative to every task. If you’re an experienced IFA administrator who enjoys being the go-to person for advisers and clients alike, this is your next move.
What you’ll be doing
*Providing first-class support to Private Client Advisers
*Preparing client meeting packs, valuations and documentation
*Managing workflows, tasks and client data across iO and other systems
*Handling new business processing, trades, rebalancing and cash management
*Acting as a trusted point of contact for clients and providers
*Ensuring files remain compliant and up to FCA standards
What you’ll bring
*3-5+ years’ experience in an IFA/wealth management admin role
*Strong technical knowledge across pensions, investments, ISAs, bonds and trusts
*Excellent communication skills and meticulous attention to detail
*Confidence managing workloads and supporting a busy adviser team
*Experience using iO, Transact or similar platforms
Why this role stands out
You’ll join a respected, people-focused firm with a brilliant culture, hybrid working, and a genuine commitment to professional development. Expect a supportive environment, high standards, and the chance to make a real impact.
If you’re proactive, organised and passionate about delivering outstanding client service, we’d love to hear from you.