Senior Financial Services Administrator (IFA) – York
We’re supporting a highly reputable Chartered Financial Planning firm in York that prides itself on exceptional client service, a supportive team culture, and a genuinely people?first approach. They’re now looking for an experienced Senior Financial Services Administrator to join their growing team.
The Role
This is a senior-level position for someone confident in end?to?end IFA administration. You’ll work closely with Financial Planners, managing complex cases, preparing documentation, and ensuring a seamless client experience from first contact through to completion.
Key responsibilities include:
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Managing your own workload with accuracy and accountability
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Supporting Financial Planners with diary management, meeting preparation, and client communication
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Attending client meetings and handling complex or technical cases
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Processing new business and overseeing full case progression
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Preparing high?quality documentation, meeting notes, and suitability report drafts
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Ensuring compliance and maintaining high professional standards
What We’re Looking For
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Strong experience in IFA/financial planning administration
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Solid understanding of pensions, investments, and protection
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Confident using financial services platforms and CRMs
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Excellent communication, organisation, and attention to detail
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Proactive, dependable, and able to work independently
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A collaborative team player who enjoys contributing to a positive culture
What’s On Offer
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A warm, supportive, team?focused environment
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Genuine recognition and appreciation for your work
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Strong benefits package including health scheme, bonus opportunities, pension contributions, gym membership, and regular funded socials
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A role where your contribution truly matters and you’re part of a close?knit, high?performing team
If you’re an experienced IFA Administrator ready to step into a senior role with real impact, we’d love to share more details.