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