Senior IFA Administrator

Eden Rose; Norwich; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Holiday 22 days

Pension 6%/3%

Life Insurance 4x salary

Cycle to Work

Free on-site parking

Job summary

Eden Rose in Norwich is seeking a Senior IFA Administrator – Director Client Support to work closely with a Director and a portfolio of high-net-worth clients. The role blends senior IFA administration with potential PA duties and offers progression.

You will deliver high-level admin and client support, manage calendars, prepare client packs, and liaise with product providers, aiming for exceptional service delivery to a demanding client base.

Qualifications

• Proven experience supporting senior advisers or Directors within an IFA or wealth management firm.
• Confidence working with high-net-worth and complex clients.
• Outstanding organisation, prioritisation and time-management skills.
• Strong written and verbal communication.
• High attention to detail and ability to work under pressure.

Responsibilities

• Provide comprehensive, high-quality administrative support to a Director.
• Full diary and calendar management, including advance planning of client and company meetings.
• Act as a key point of contact for high-net-worth clients via phone, email and client portal.
• Prepare client packs and documentation to a very high standard pre- and post-meetings.
• Maintain and update client financial plans using Intelligent Office (IO) and PFP.
• Assist with and audit new business submissions, including suitability report preparation.
• Complete post-sale administration and ensure all compliance requirements are met.
• Track Director progress against written and paid-on targets.
• Maintain and segment a complex client book, attending regular review meetings.
• Liaise with product providers and key stakeholders.
• Use and engage confidently with AI-enabled tools to improve efficiency.
• Identify workflow from client and adviser actions and prioritise accordingly.
• Support training and development initiatives across processes and products.

Skills

Senior adviser support

High net worth clients

Organisational skills

Time management

Communication skills

Attention to detail

Job description

Senior IFA Administrator – Director Client Support

Norwich, Norfolk
Full?time | Permanent | Office?based
£30,000 – £50,000 DOE

We are working with a well?established and growing financial planning firm in Norwich who are looking to appoint an experienced Senior IFA Administrator / Director Client Support to work closely with one of their Directors and a portfolio of high?net?worth clients.

This is a key senior support role, ideal for someone who has support senior Financial Advisers previously and is confident handling complex cases, senior stakeholders, and demanding client relationships.

The Role

As Director Client Support, you will provide high?level administrative and client support to a Director, ensuring exceptional service delivery across a complex HNW client book. The role blends senior IFA administration with potentially some PA?style responsibilities and offers genuine scope for progression.

Key Responsibilities

• Provide comprehensive, high?quality administrative support to a Director
• Full diary and calendar management, including advance planning of client and company meetings
• Act as a key point of contact for high?net?worth clients via phone, email and client portal
• Prepare client packs and documentation to a very high standard pre? and post?meetings
• Maintain and update client financial plans using Intelligent Office (IO) and PFP
• Assist with and audit new business submissions, including suitability report preparation
• Complete post?sale administration and ensure all compliance requirements are met
• Track Director progress against written and paid?on targets
• Maintain and segment a complex client book, attending regular review meetings
• Liaise with product providers and key stakeholders
• Use and engage confidently with AI?enabled tools to improve efficiency
• Identify workflow from client and adviser actions and prioritise accordingly
• Support training and development initiatives across processes and products

What They’re Looking For

Essential:

• Proven experience supporting senior advisers or Directors within an IFA or wealth management firm
• Confidence working with high?net?worth and complex clients
• Outstanding organisation, prioritisation and time?management skills
• Strong written and verbal communication
• High attention to detail and ability to work under pressure

Desirable:

• 5+ years’ experience in IFA administration (senior exposure more important than years)
• Experience using Intelligent Office
• Knowledge of pensions, investments and tax planning products
• Experience preparing or assisting with suitability reports
• Interest in mentoring or training others

Progression & Development

• Full training and structured development provided
• Opportunity to progress into more senior operational roles
• Potential pathway into advising for the right individual
• Salary progression and reviews available post?probation

Working Pattern

• Fully office?based during probation
• After 6 months: up to 2 days per month working from home, subject to business needs

Salary & Benefits

• Salary range: £30,000 – £50,000, dependent on experience
• Holiday starting at 22 days, increasing with service (up to 26 days)
• Employer pension: 6% employer / 3% employee
• Group income protection & life assurance (4x salary)
• Enhanced sick pay scheme
• Employee Assistance Programme
• Cycle to Work scheme
• Loyalty holiday scheme
• Free on?site parking
• Access to a Financial Adviser
• Discounts at sister companies
• Additional on?site benefits (Norwich office)

Interview Process

• Stage 1: Short Teams screening
• Online literacy & numeracy assessment
• Stage 2: Interview with Operations Director (Teams / on?site)