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Permanent

IFA Administrator

Accountancy Action
Preston
money-bag £10000 - £500000 Annual
Posted: 25 August 2026 (Today)
Closing date: 24 September 2026
Ref: 3161808294

Role: This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You''ll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you''ll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and ..... full job details .....

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