Our client, a well-established and growing Financial Planning practice, is seeking a skilled IFA Administrator to become a key member of the team. Working closely with the Managing Director, an additional Financial Adviser, and supporting around 120 client households, this is a senior administrative position requiring confidence in managing the full client journey with minimal supervision.

You’ll be supported by a junior administrator and work alongside an experienced paraplanner. For candidates interested in broadening their technical expertise, there is an opportunity to progress into paraplanning over time. Equally, the firm welcomes individuals who wish to develop a long-term career within senior financial planning administration.

Key Responsibilities

* Managing the complete client administration process, including new business, client onboarding, annual reviews, and ongoing servicing.

* Processing investment transactions, fund switches, withdrawals,...