Senior IFA Administrator – High Net Worth, Hybrid Role

Eventus Recruitment Group; England; Hybrid; GBP 34,000 - 38,000; Full time

Benefits offered by this job

Salary £34k–£38k

Hybrid and remote working

25 days holiday plus bank holidays

Birthday off

5% employer pension contribution

Death in service 3x salary

Funded exam support

Room to progress

Job summary

Eventus Recruitment is seeking a Senior IFA Administrator to join a whole of market financial planning firm in Altrincham, Cheshire. The role covers high net worth administration, complex cases and close collaboration with advisers, clients and providers in a small, owner-run practice.

The position is full-time, permanent with hybrid working up to four days from home, 9am–5pm, Monday to Friday. Salary £34,000–£38,000 plus benefits including pension, generous holiday and funded exam support.

Qualifications

• Several years' administration experience in a financial advice or financial planning firm.
• Experience with high net worth clients and complex, multi-provider cases.
• CII qualifications such as the Certificate in Financial Planning, welcome but not essential.
• Strong organisation across a varied caseload for more than one adviser.
• The initiative to spot problems early and resolve them without prompting.
• Accuracy and close attention to detail on client paperwork.
• Clear, professional communication with clients, providers and advisers.
• Discretion with the confidential affairs of wealthy clients.
• A long-term outlook and the wish to build a career with one firm.

Responsibilities

• Owning the administration on complex high net worth cases from start to finish
• Acting as the main contact for clients, providers and advisers on live cases
• Improving the team's processes as the firm adds advisers
• Training and supporting newer administrators through their first months
• Preparing valuations and review packs ahead of client meetings
• Processing new business, transfers and withdrawals with providers
• Keeping client records accurate and files compliant and audit ready

Skills

Administration experience

Client relationship management

Attention to detail

Discretion

Education

CII qualifications (Certificate in Financial Planning)

Tools

Client management software

Job description

Eventus Recruitment is seeking a Senior IFA Administrator to join a whole of market financial planning firm in Altrincham, Cheshire. The role covers high net worth administration, complex cases and close collaboration with advisers, clients and providers in a small, owner-run practice.

The position is full-time, permanent with hybrid working up to four days from home, 9am–5pm, Monday to Friday. Salary £34,000–£38,000 plus benefits including pension, generous holiday and funded exam support.