Senior ifa administrator Work, Jobs in Pocklington, Ery (with Salaries)

Senior IFA Administrator
NJR Recruitment —York
- £30,000 - £35,000 a year
- Hybrid work
- Communication skills
2d
Senior Administrator
Pen-Life Associates Ltd —York
- £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply

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Senior IFA Administrator

NJR Recruitment
York

Apply Now

Job details

Permanent
£30,000 - £35,000 a year
2 days ago

Benefits

Company pension

Qualifications

Pension
Communication skills

Full job description

Posted: 11/06/26 Recruiter: NJR Recruitment Reference: 3121137461 Type: Permanent Salary: £30,000 - £35,000 Annual Location: York, North Yorkshire Description:

Senior IFA Administrator

York

£30,000 - £35,000

Hybrid Working

An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience.

The Role:

You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail.

Key Responsibilities:

Managing the full administration lifecycle for new and existing business
Liaising with product providers for policy information, valuations, illustrations, and updates
Preparing client documentation, meeting packs, and review reports
Processing new business submissions and tracking cases to completion
Maintaining and updating client records on CRM systems
Supporting advisers with compliance requirements and client communication
Handling queries from clients, providers, and internal teams professionally and efficiently

What do we need from you?

Experienced IFA Administrator (senior level preferred)
Intelliflo/ Intelligent Office (I/O) experience essential
Previous experience using FE Analytics
Strong understanding of pensions, investments, protection, and general financial planning processes
Highly organised with excellent written and verbal communication skills
Ability to work independently and as part of a close-knit team
Professional, proactive, and committed to delivering a first-class service

What's on Offer:

Up to £35,000 depending on experience
Hybrid working
Supportive and collaborative working environment
25 days holiday + bank holidays
Company pension and additional benefits
Opportunities for professional development (e.g., exam support if desired)

If you're an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16754 for more information

Apply Now

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