Senior IFA Administrator

Recruitment Rebellion; Boston; On-site; GBP 32,000 - 38,000; Full time

Job summary

A leading financial services firm in Boston Spa is looking for a Senior Client Services Administrator. You will deliver exceptional service to clients, manage client administration, and support Financial Planners. The ideal candidate has over 5 years’ experience in financial services and a strong understanding of FCA compliance. This role offers a competitive salary of £32,000 - £38,000 and a range of benefits including flexible working arrangements.

Benefits

£32,000 - £38,000 salary

Discretionary Bonus Scheme

27 days holiday + bank holidays + your birthday off

Private health & mental health support

Pension scheme

Exam and training support

Qualifications

• 5+ years experience in financial services administration (preferably in an IFA, financial planning, or wealth management).
• Strong understanding of FCA compliance and client care standards.
• A professional, warm, and confident communication style.

Responsibilities

• Being a trusted, professional point of contact for our clients.
• Managing all aspects of client administration with precision and care.
• Preparing documentation, reports, and meeting packs.
• Supporting planners with meeting coordination and casework.
• Helping to mentor and guide junior colleagues.
• Ensuring compliance and streamlining internal processes.

Skills

5+ years experience in financial services administration

Strong understanding of FCA compliance

Professional communication style

High levels of organisation and accuracy

Proactive and collaborative attitude

Job description

Senior IFA Administrator
£32,000 £38,000
Boston Spa, West Yorkshire

Are you a highly experienced financial services administrator with a passion for client service and a talent for organisation?

Berry & Oak is an award-winning financial planning practice. We're driven by our core values or respect, care, integrity, and quality. If this sounds like your kind of workplace please apply now!

Just look at these amazing benefits.

• £32,000 - £38,000 salary
• Discretionary Bonus Scheme
• 27 days holiday + bank holidays + your birthday off
• Private health & mental health support
• Pension scheme and 4x death in service cover
• Exam and training support for your professional development

The Role

As a Senior Client Services Administrator, you'll play a vital role in delivering a smooth and first-class service to our clients. You'll support our Financial Planners and junior team members, manage the client journey from onboarding to review, and set the standard for best practice.

Your key responsibilities will include:

• Being a trusted, professional point of contact for our clients.
• Managing all aspects of client administration with precision and care.
• Preparing documentation, reports, and meeting packs.
• Supporting planners with meeting coordination and casework.
• Helping to mentor and guide junior colleagues.
• Ensuring compliance and streamlining internal processes.

What we're looking for

You'll have:

• 5+ years experience in financial services administration (preferably in an IFA, financial planning, or wealth management).
• Strong understanding of FCA compliance and client care standards.
• A professional, warm, and confident communication style.
• High levels of organisation and accuracy.
• A proactive, collaborative attitude and the ability to work independently.
• A desire to mentor others and help the team succeed.

Apply Now

We're committed to building a diverse, inclusive, and supportive workplace where everyone can thrive. We know that individuals particularly women sometimes hesitate to apply for roles unless they meet every single requirement. If this opportunity excites you but you're not sure you tick every box, we'd still love to hear from you. Your experience, attitude, and potential could be exactly what we're looking for.

Were also a family-friendly employer and are happy to explore flexible working arrangements that support you in doing your best work.

We encourage applications from all backgrounds. If you need any reasonable adjustments during the process, just let us know.

We're working with Recruitment Rebellion Limited to help with this vacancy.