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.
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Contact Details:
Phoenix Talent Partners Careers Recruitment Team
