Senior IFA Administrator

Senior IFA Administrator

York

£30,000 - £35,000

Hybrid Working

An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience.

The Role:

You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail.

Key Responsibilities:

• Managing the full administration lifecycle for new and existing business
• Liaising with product providers for policy information, valuations, illustrations, and updates
• Preparing client documentation, meeting packs, and review reports
• Processing new business submissions and tracking cases to completion
• Maintaining and updating client records on CRM systems
• Supporting advisers with compliance requirements and client communication
• Handling queries from clients, providers, and internal teams professionally and efficiently

What do we need from you?

• Experienced IFA Administrator (senior level preferred)
• Intelliflo/ Intelligent Office (I/O) experience essential
• Previous experience using FE Analytics
• Strong understanding of pensions, investments, protection, and general financial planning processes
• Highly organised with excellent written and verbal communication skills
• Ability to work independently and as part of a close-knit team
• Professional, proactive, and committed to delivering a first-class service

What's on Offer:

• Up to £35,000 depending on experience
• Hybrid working
• Supportive and collaborative working environment
• 25 days holiday + bank holidays
• Company pension and additional benefits
• Opportunities for professional development (e.g., exam support if desired)

If you're an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR
16754 for more information