Senior IFA Administrator

Senior IFA AdministratorYork£30,000 - £35,000Hybrid WorkingAn 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 businessLiaising with product providers for policy information, valuations, illustrations, and updatesPreparing client documentation, meeting packs, and review reportsProcessing new business submissions and tracking cases to completionMaintaining and updating client records on CRM systems Supporting advisers with compliance requirements and client communicationHandling queries from clients, providers, and internal teams professionally and efficientlyWhat 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 ..... full job details .....