Senior IFA Administrator
Amersham, Buckinghamshire (local to train station)
Fully office?based
Monday – Friday | 9:00am–5:30pm
£35,000 – £45,000 DOE
A long?established, high?quality IFA practice based in Amersham, Buckinghamshire is looking to appoint an experienced Senior IFA Administrator to join their close?knit team.
This role is a key hire for the business, created to help maintain service levels for a high?net?worth client base during a period of continued growth.
The Opportunity
- Well?established IFA firm with a stable, loyal client bank
- Focus on existing HNW clients, not high?volume new business
- Small, supportive team environment (3 staff total)
- Opportunity to step into a senior, trusted admin role with some paraplanner responsibilities without needing previous “senior” title experience
The Role
You’ll take responsibility for overseeing the day?to?day administration and back?office function, supporting the sole adviser and working closely with two other experienced team members.
Key responsibilities include:
- End?to?end IFA administration and workflow oversight
- Pensions?focused administration (approx. 65% of business)
- LOAs, fund switches and client servicing
- Supporting suitability and report writing (some paraplanning exposure)
- Maintaining high compliance and service standards
- Acting as a senior point of support within the office
This is not large-team people?management role, but you will naturally take ownership of processes and ensure the smooth running of the admin function.
What They’re Looking For
- 5+ years’ experience in an IFA administration role (ideally)
- Strong pensions knowledge (RO4 highly desirable)
- At least a couple of RO exams completed, with the ambition to progress to Level 4
- Comfortable stepping into a senior position with autonomy and responsibility
- Looking to develop long?term within administration/paraplanning (not a trainee adviser route)
- Professional, reliable and confident working in a small, established team
Future exams and qualifications will be fully funded.
Working Pattern & Benefits
- Fully office?based (occasional ad?hoc WFH only in emergencies)
- Free on?site parking
- Excellent transport links (200m from station, local amenities nearby)
- 22 days holiday + bank holidays, increasing with service
- Office closes over Christmas (taken from annual allowance)
- Aviva pension (5% employer / 3% employee)
Interview Process
- Stage 1: Initial compatibility discussion (face?to?face preferred, Teams possible)
- Stage 2: Formal face?to?face interview with the director and another team member
- Includes a short written assessment (basic skills / pensions?focused questions)
- Feedback provided within 48 hours
The firm would ideally like someone to start ASAP, but is willing to wait up to 3 months for the right candidate.
Apply Now
If you’re an experienced IFA Administrator ready to step into a senior, trusted role within a high?quality, stable firm, this is a rare and rewarding opportunity.
Apply now for confidential consideration.