Senior IFA Administrator
<strong>Senior Financial Services Administrator (IFA) – York</strong> <p><br /></p> <p>If you’re an experienced IFA Administrator who loves taking ownership, thrives in a fast-paced environment, and wants to be part of a genuinely supportive, people-first team — this role will feel like a breath of fresh air.</p> <p>We’re working with a highly respected Chartered Financial Planning firm in York that’s known for its exceptional client service, warm culture, and commitment to developing its people. They’re now looking for a Senior Financial Services Administrator to join their growing team and play a key role in delivering outstanding client outcomes.</p> <strong>Why This Role Stands Out</strong> <p>This isn’t just another admin job. It’s a senior position where your expertise is valued, your ideas matter, and your work directly impacts the client experience. You’ll be part of a close-knit team that genuinely supports each other, no egos, no hierarchy, just good people doing great work.</p> <strong>What You’ll Be Doing</strong> <ul> <li>Owning your workload with confidence, accuracy, and pride</li><li>Working closely with Financial Planners to streamline their day and elevate client service</li><li>Attending client meetings and managing complex cases from start to finish</li><li>Processing new business and overseeing full case progression</li><li>Preparing polished documentation, meeting notes, and suitability report drafts</li><li>Keeping compliance at the heart of everything you do</li><li>Being a senior voice in the team, raising standards and supporting others</li></ul> <strong>What You Bring</strong> <ul> <li>Strong experience in IFA / financial planning administration</li><li>Solid understanding of pensions, investments, and protection</li><li>Confidence using financial services platforms and CRMs</li><li>Excellent communication, organisation, and attention to detail</li><li>A proactive, dependable approach with genuine pride in your work</li><li>A team-focused mindset, you enjoy contributing to a positive, collaborative culture</li></ul> <strong>What’s On Offer</strong> <ul> <li>A warm, friendly, supportive environment where you’re genuinely valued</li><li>Recognition for your hard work and contribution</li><li>Health scheme, bonus opportunities, pension contributions</li><li>Gym membership, funded socials, and regular team events</li><li>A role where you can grow, develop, and make a real impact every day</li></ul> <p><br /></p>