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.