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Permanent

Senior IFA Administrator

Recruit UK
Grimsby
money-bag £30000 Annual
Posted: 27 June 2026 (Today)
Closing date: 27 July 2026
Ref: 3128994855

Job Title: Senior IFA AdministratorIndustry: Financial ServicesLocation: Grimsby (Hybrid)Salary: Up to £40,000Job reference: 10342Job Description:Recruit UK is working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established wealth management firm at their office in Grimsby.As a Senior IFA Administrator, you will support advisers across all aspects of financial services administration. This will include processing Letters of Authority (LOAs), handling client correspondence, and liaising with providers and clients.Responsibilities Processing new business applications and liaising with providers to ensure timely completionPrepare client appointment packs and manage adviser diariesEnsure all documentation meets FCA regulatory standardsGather data for cash flow modelling and portfolio analysisBenefits:Salary up to £40,000 (dependent on skills, qualifications, and experience)Opportunities to progress to a Team Leader role over timePrivate medical insurance22 days'' annual leave + 2 days Christmas closure + half-day on your birthday + bank holidaysPurchase holiday schemePension contributionFlexitimeDiscretionary bonusHybrid working post-probationSupport and funding towards further qualificationsExcellent career progression opportunitiesPerk boxSkills and experience required:Minimum of 1 years'' experience (or equivalent) as an Administrator within an Independent Financial Advice CompanyExperience with Intelligent Office and FE Analytics is ..... full job details .....

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