Senior IFA Administrator

Exchange Street Claims ltd; England; Hybrid; GBP 29,000 - 32,000; Full time

Job summary

A leading financial consultancy in the UK is seeking an experienced IFA administrator. Join a supportive, employee-owned firm where your voice matters. With 5+ years in the field, you'll prepare paperwork, conduct research, and collaborate on client outcomes. Enjoy a starting salary of £29,000 to £32,000, with bonuses and excellent benefits in a culture that values work-life balance.

Benefits

Company bonus scheme

Annual salary appraisal

Private medical insurance (PMI)

Holidays increasing to 27 days

Support with exams/memberships

Qualifications

• 5+ years experience as an IFA administrator.
• Experience with Intelliflo and Transact is a plus.

Responsibilities

• Prepare paperwork for client meetings.
• Carry out product research.
• Submit new business.
• Collaborate with paraplanning teams for quality outcomes.

Skills

Conscientious

Keen learner

Tools

Intelliflo

Transact

Job description

A job that offers stability, a real voice and a sense of purpose can feel hard to come by.

Hard, but not impossible.

This firm are employee owned through an Employer Ownership Trust (EOT). That means the business won't get sold because it needs trustee approval (that it will never get) for that to happen. This gives you a level of stability you won't find elsewhere.

And that's not all.

You get a voice when it comes to deciding on plans and what you do with your profits. After 12 months service you'll get a tax free sum of up to £3,600 every year. And you can be sure you're joining a company with a people-first culture.

It's as close to a job for life that you can get.

And it's not just any job.

This business is one of the absolute best in the UK. That sounds a big claim but mention their name to people in the profession and they'll nod.

They have unrivalled experience and knowledge about nurturing and developing their staff. Look at any staff profile, speak to any one of them, and they'll tell you the same.

As you'd expect the pay and conditions are first class too:

• Starting salary of £29,000 - £32,000
• A sizeable, 4-figure company bonus scheme that has paid out every year
• Annual salary appraisal
• PMI
• DIS
• Holidays that increase to 27 days with time served
• Support with exams/memberships (as well as bonuses for passing exams)

Whilst they work hard they have the perfect balance. It's rare you'll see one of your peers in the office after 5pm. And whilst you'll be on site for the first 6 months after that you'll work on a hybrid basis (3 days in the office) after that.

The office itself has an on-site gym, a pizza oven and view that is just wow.

WHAT YOU'LL BE DOING:

You'll be taking over from a retiring colleague so you'll have a proper handover and will join a team of three who:

• Prepare paperwork for client meetings
• Carry out product research
• Submit new business
• Work with the highly qualified paraplanning and planning teams to deliver the best quality outcomes to your clients

HERE'S WHAT YOU'LL NEED:

You'll have 5+ years experience as an IFA administrator. You'll be conscientious and a keen learner.

Experience of Intelliflo and Transact are nice to haves.

If you're interested in this role, please apply. Everyone will receive a response.