Senior IFA Administrator

SENIOR IFA ADMINISTRATOR LEEDS / HYBRID Phoenix Talent Partners is exclusively representing a growing Financial Planning business looking for an experienced Senior IFA Administrator to join its team. This is a busy, fast-paced environment where accuracy, organisation and excellent Adviser support are essential. THE ROLE Working closely with Financial Advisers and the wider support team, you''ll play a key role in ensuring the advice process runs smoothly from application through to completion. Provide high-quality administrative support to Financial Advisers Process applications and accurately key client and policy information Manage transactions and ongoing client administration Navigate provider portals and platforms confidently Liaise with providers and other third parties Maintain accurate client records and ensure cases progress efficiently Work closely with Advisers, Paraplanners and Compliance ABOUT YOU We''re looking for an experienced IFA Administrator with: Strong experience supporting Financial Advisers Excellent attention to detail and data accuracy Good knowledge of the financial planning / advice process Experience using provider platforms and relevant industry technology Strong organisational and time-management skills The ability to manage a busy workload and competing priorities A proactive, team-focused approach Pride in delivering a high standard of service CAREER DEVELOPMENT For the right candidate, study support is available if you ..... full job details .....