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Senior IFA Administrator

£24000 - £27000


This is an excellent opportunity to join a well-respected and forward-thinking Financial Services company, committed to providing the very best advice through a top-quality team. From their support teams, right up to management, they pride themselves on having the correct work ethos and culture needed to provide an excellent customer experience.
The business is looking for a Senior Administrator to provide administration support to the Operations team specifically processing new business and managing client transfers, whilst delivering excellent service to customers and colleagues.


The role of Senior Administrator:

  • Process and submit new business applications and client servicing requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs
  • Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries
  • Maintaining data on Intelligent Office in line with the company processes, ensuring that we have accurate client records and data for information reporting
  • Updating client platform account records accurately in line with company processes
  • Proactively review platform accounts and MI reports on a regular basis, ensuring that all are in order and any necessary work is carried out within agreed SLAs
  • Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information
  • Any additional ad-hoc requests and support on company projects as and when required
  • Build strong working relationships with all colleagues across the business
  • Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working
  • Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met
  • Provide absence cover for colleagues
  • Undertake project work and additional duties as and when required

As a Senior Administrator you will need:


  • Previous experience of working as a Senior Administrator or similar role
  • Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.


  • Experience of working with Investment Wrap Platforms
  • Experience of using Intelligent Office back-office system
  • Experience of working in a small to medium sized financial services environment
  • Experience of working in an environment of significant change

Skills & Qualifications:


  • Desire to deliver exceptional service at all times and strong focussed approach to
  • achieving the best outcome for the client and the business.
  • Ability to consistently deliver within service standards.
  • Excellent organisational skills, flexible and proactive approach to getting the job done.
  • Strong interpersonal skills, both written and verbal communication.
  • Excellent accuracy and attention to detail.
  • Desire to learn and build skills and ability through Personal Development Plan.
  • Proven ability to work on own initiative
  • Good working knowledge of Microsoft office systems


  • Knowledge of Financial Services Industry

Benefits as a Senior Administrator

  • 25 working days (pro rata) in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
  • Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
  • Group Life Assurance and Pension Scheme
  • Private medical Insurance
  • Group Income Protection
  • Hybrid working - 3 days office 
Employment type: 
Employed (Full Time)
Financial Planning
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