Senior IFA Administrator

SENIOR IFA ADMINISTRATOR | LEEDS / HYBRID Phoenix Talent Partners is exclusively representing a growing Financial Planning business looking for an experienced Senior IFA Administrator to join its team. This is a busy, fast-paced environment where accuracy, organisation and excellent Adviser support are essential.

THE ROLE Working closely with Financial Advisers and the wider support team, you’ll play a key role in ensuring the advice process runs smoothly from application through to completion. Provide high-quality administrative support to Financial Advisers Process applications and accurately key client and policy information Manage transactions and ongoing client administration Navigate provider portals and platforms confidently Liaise with providers and other third parties Maintain accurate client records and ensure cases progress efficiently Work closely with Advisers, Paraplanners and Compliance ABOUT YOU We're looking for an experienced IFA Administrator with:
Strong experience supporting Financial Advisers Excellent attention to detail and data accuracy Good knowledge of the financial planning / advice process Experience using provider platforms and relevant industry technology Strong organisational and time-management skills The ability to manage a busy workload and competing priorities A proactive, team-focused approach Pride in delivering a high standard of service CAREER DEVELOPMENT For the right candidate, study support is available if you wish to work towards your Diploma in Regulated Financial Planning — providing an opportunity to develop your technical knowledge and build your longer-term career within financial services.

WHY CONSIDER IT? Strong team environment Excellent collaboration with Advisers and colleagues Supportive culture Study support available Genuine career development Hybrid working | Leeds If you're an experienced IFA Administrator who enjoys being the person Advisers can rely on , this could be a great opportunity. Confidential enquiries welcome. Exclusively represented by Phoenix Talent Partners. IFAAdministrator SeniorIFAAdministrator IFA Financial Planning Wealth Management Financial Services Adviser Support Leeds Jobs Hybrid Working Study Support Phoenix Talent Partners