https://jobs.co.uk/job/senior-ifa-administrator-anthony-alexandra--67a09139-6438-4ea2-b22d-7d5b563b2327 RSS feed for Senior IFA Administrator at Anthony Alexandra. en-gb Wed, 12 Aug 2026 15:45:41 GMT https://jobs.co.uk/job/senior-ifa-administrator-anthony-alexandra--67a09139-6438-4ea2-b22d-7d5b563b2327 https://jobs.co.uk/job/senior-ifa-administrator-anthony-alexandra--67a09139-6438-4ea2-b22d-7d5b563b2327 Wed, 12 Aug 2026 11:52:10 GMT Location: Epsom | Salary: 35000.00-35000.00 Annual | Type: Permanent | Senior IFA Administrator Career Progression Join a growing Financial Planning practice where you ll play a key role in managing client relationships and have genuine opportunities to progress. Our client is a well-established and expanding Financial Planning firm looking for an experienced IFA Administrator to join its close-knit team. Supporting experience Financial Adviser''s, you will also work closely with the Managing Director, taking ownership of the full client administration process. This is a senior role for someone who is confident, organised and capable of working independently. You ll also work alongside an experienced Paraplanner and have the support of a Junior Administrator. The Role You ll take responsibility for a varied portfolio of client administration, including: Managing new business, onboarding, annual reviews and ongoing client servicing. Processing investments, withdrawals, fund switches and platform instructions. Managing Letters of Authority and provider transfers from start to finish. Maintaining accurate client records using Plannr CRM. Preparing review documentation and coordinating client meetings. Acting as a key point of contact for clients, provid... Permanent