Full job descriptionSenior Financial Services Administrator (IFA) – York

If you’re an experienced IFA Administrator who loves taking ownership, thrives in a fast-paced environment, and wants to be part of a genuinely supportive, people-first team — this role will feel like a breath of fresh air.
We’re working with a highly respected Chartered Financial Planning firm in York that’s known for its exceptional client service, warm culture, and commitment to developing its people. They’re now looking for a Senior Financial Services Administrator to join their growing team and play a key role in delivering outstanding client outcomes.
Why This Role Stands OutThis isn’t just another admin job. It’s a senior position where your expertise is valued, your ideas matter, and your work directly impacts the client experience. You’ll be part of a close-knit team that genuinely supports each other, no egos, no hierarchy, just good people doing great work.
What You’ll Be Doing*Owning your workload with confidence, accuracy, and pride
*Working closely with Financial Planners to streamline their day and elevate client service
*Attending client meetings and managing complex cases from start to finish
*Processing new business and overseeing full case progression
*Preparing polished documentation, meeting notes, and suitability report drafts
*Keeping compliance at the heart of everything you do
*Being a senior voice in the team, raising standards and supporting others
What You Bring*Strong experience in IFA / financial planning administration
*Solid understanding of pensions, investments, and protection
*Confidence using financial services platforms and CRMs
*Excellent communication, organisation, and attention to detail
*A proactive, dependable approach with genuine pride in your work
*A team-focused mindset, you enjoy contributing to a positive, collaborative culture
What’s On Offer*A warm, friendly, supportive environment where you’re genuinely valued
*Recognition for your hard work and contribution
*Health scheme, bonus opportunities, pension contributions
*Gym membership, funded socials, and regular team events
*A role where you can grow, develop, and make a real impact every day