Senior IFA Administrator to Team Leadership–Hiring Due to Exponential Growth-£45,000 – £47,000+..
other jobs Financial Divisions
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- England,South East,Kent,Maidstone
- Full Time, Permanent
- £45,000 - £47,000 per annum
Job Description:
+ Bonus + Excellent Company Culture
Our client is a wonderful privately owned and fully independent financial advisory firm, and is looking to appoint a career Senior IFA Administrator to work within their pooled administration team on a full-time basis out of their Maidstone office.
With significant assets under management and a highly loyal client bank – the majority based in and around Kent – this is a business that has grown the right way: organically, through word-of-mouth referrals and long-standing professional connections. They also enjoy a strong referral stream from a well-established local accountancy firm, which means a consistent flow of quality clients.
Our client has been operating for many years, offering whole of market advice to retirees, families, business owners, charities, trusts, and professional clients with investable assets ranging from £100k to £20m - delivering truly holistic financial planning across investments, pensions, retirement, and estate planning.
We have worked closely with this firm for a number of years and have successfully placed 9 members of their team during that time — a reflection not only of their growth, but of the positive, long-term environment they offer.
This is a high-calibre firm, and they are looking to welcome an experienced Senior IFA Administrator to the family. All Advisers are Chartered and operate to exceptionally high standards, with a genuine focus on doing what’s right for the client. Just as importantly, they are a genuinely lovely group of people – professional, down-to-earth, and collaborative. It’s a firm where people build long-term careers.
If you’re a career Senior IFA Administrator who takes real pride in your work and enjoys supporting others, this could be a brilliant long-term home. If the idea of passing on your knowledge, mentoring junior team members, and helping shape the next generation of administrators appeals to you — with the opportunity to step into more of a team lead position over time — you’ll be genuinely valued here.
The Role
You’ll play a key role in ensuring the smooth and compliant delivery of advice to clients. This is more than just processing — you’ll be a key technical and organisational support to the Advisers and Paraplanners, helping to maintain the high standards the firm is known for.
As a Senior IFA Administrator, your responsibilities will include:
*Managing new business submissions across pensions, investments, and protection
*Processing fund switches, withdrawals, and provider communications
*Handling LOAs, gathering plan information and maintaining accurate client records
*Supporting the ongoing client review process, including preparing documentation, and processing follow-up actions
*Liaising with providers, clients, and internal teams to ensure cases progress efficiently
*Maintaining the back-office system (Intelligent Office) and ensuring data is accurate and audit-ready
*Assisting with more complex cases and acting as a point of support within the admin team
As a senior member of the team, you’ll be trusted to manage your own workload, prioritise effectively, and help maintain workflow standards across the pooled function.
About You
*At least 3+ years’ experience within an IFA/wealth management administration role
*Strong understanding of the financial planning process and associated compliance requirements
*Experience dealing with pensions, investments, and platform-based business
*Highly organised with excellent attention to detail
*Experience maintaining accurate records on back-office systems
*Confident communicating with advisers, providers, and clients
*Comfortable working both independently and as part of a collaborative team
What’s on Offer:
*Annual Discretionary Bonus
*A genuinely supportive, high-quality working environment
*Company Pension Scheme
*Death in Service (3x salary)
*Private Medical Insurance
*Medical Cash Plan
*33 days holiday (25 days + 8 days public/bank holiday)
This role would suit someone experienced, steady, and professional — someone who takes pride in their work and enjoys being a reliable part of a high-performing team.
If you’re looking to join a respected, Chartered independent financial advisory firm where quality matters and people genuinely enjoy working together, this could be a fantastic long-term move.
Should you wish to apply for this role, please send your CV to Harry at Financial Divisions.
Our client is a wonderful privately owned and fully independent financial advisory firm, and is looking to appoint a career Senior IFA Administrator to work within their pooled administration team on a full-time basis out of their Maidstone office.
With significant assets under management and a highly loyal client bank – the majority based in and around Kent – this is a business that has grown the right way: organically, through word-of-mouth referrals and long-standing professional connections. They also enjoy a strong referral stream from a well-established local accountancy firm, which means a consistent flow of quality clients.
Our client has been operating for many years, offering whole of market advice to retirees, families, business owners, charities, trusts, and professional clients with investable assets ranging from £100k to £20m - delivering truly holistic financial planning across investments, pensions, retirement, and estate planning.
We have worked closely with this firm for a number of years and have successfully placed 9 members of their team during that time — a reflection not only of their growth, but of the positive, long-term environment they offer.
This is a high-calibre firm, and they are looking to welcome an experienced Senior IFA Administrator to the family. All Advisers are Chartered and operate to exceptionally high standards, with a genuine focus on doing what’s right for the client. Just as importantly, they are a genuinely lovely group of people – professional, down-to-earth, and collaborative. It’s a firm where people build long-term careers.
If you’re a career Senior IFA Administrator who takes real pride in your work and enjoys supporting others, this could be a brilliant long-term home. If the idea of passing on your knowledge, mentoring junior team members, and helping shape the next generation of administrators appeals to you — with the opportunity to step into more of a team lead position over time — you’ll be genuinely valued here.
The Role
You’ll play a key role in ensuring the smooth and compliant delivery of advice to clients. This is more than just processing — you’ll be a key technical and organisational support to the Advisers and Paraplanners, helping to maintain the high standards the firm is known for.
As a Senior IFA Administrator, your responsibilities will include:
*Managing new business submissions across pensions, investments, and protection
*Processing fund switches, withdrawals, and provider communications
*Handling LOAs, gathering plan information and maintaining accurate client records
*Supporting the ongoing client review process, including preparing documentation, and processing follow-up actions
*Liaising with providers, clients, and internal teams to ensure cases progress efficiently
*Maintaining the back-office system (Intelligent Office) and ensuring data is accurate and audit-ready
*Assisting with more complex cases and acting as a point of support within the admin team
As a senior member of the team, you’ll be trusted to manage your own workload, prioritise effectively, and help maintain workflow standards across the pooled function.
About You
*At least 3+ years’ experience within an IFA/wealth management administration role
*Strong understanding of the financial planning process and associated compliance requirements
*Experience dealing with pensions, investments, and platform-based business
*Highly organised with excellent attention to detail
*Experience maintaining accurate records on back-office systems
*Confident communicating with advisers, providers, and clients
*Comfortable working both independently and as part of a collaborative team
What’s on Offer:
*Annual Discretionary Bonus
*A genuinely supportive, high-quality working environment
*Company Pension Scheme
*Death in Service (3x salary)
*Private Medical Insurance
*Medical Cash Plan
*33 days holiday (25 days + 8 days public/bank holiday)
This role would suit someone experienced, steady, and professional — someone who takes pride in their work and enjoys being a reliable part of a high-performing team.
If you’re looking to join a respected, Chartered independent financial advisory firm where quality matters and people genuinely enjoy working together, this could be a fantastic long-term move.
Should you wish to apply for this role, please send your CV to Harry at Financial Divisions.
Job number 3476424
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