IFA Administrator

Senior IFA Administrator (Mortgage Focus)

Hybrid working
Up to £35,000 DOE + Bonus
Full Time | Permanent

Are you an experienced Senior IFA Administrator with strong mortgage knowledge looking for a varied role within a friendly, established financial services team?

This is not a traditional paraplanning role, the successful candidate will primarily take ownership of an established mortgage book, while also providing high-quality back‑office support across the wider financial planning business.

This is an excellent opportunity for someone who enjoys working independently, takes ownership of their workload, and is looking for a hybrid position.

• Managing and developing an existing mortgage book.
• Preparing and processing mortgage applications.
• Income reconciliation.
• Updating client records and fact finds using Intelligent Office (IO).
• Preparing applications and basic Simply Biz templated suitability reports.
• Completing annual suitability reviews.
• Cash calculations.
• Liaising with providers to resolve missing payments and delayed transfers.
• Providing comprehensive administrative support to the wider advisory team.

• Previous experience as a Senior IFA Administrator.
• Strong working knowledge of Intelligent Office (IO) is essential.
• Mortgage administration or mortgage arranging experience is essential.
• Mortgage qualifications would be advantageous.
• Level 4 Diploma (or working towards it) is welcomed but not essential.
• Able to work independently with minimal supervision.

• Salary up to £35,000
  , depending on experience.
• Bonus scheme.
• Hybrid working
• Join a friendly, professional and well-established financial services practice.
• A varied role with genuine responsibility and autonomy.
• Long-term career opportunity within a supportive team.