Senior IFA Administrator

IFA Administrator - Stoke-On-Trent, West Midlands

Ref: 1462Monday 8 January 2024

£36,000 - £38,000

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Join a dynamic team at a leading IFA with over £1 Billion AUM, who are currently seeking an experienced IFA Administrator to contribute to their thriving Newcastle Under Lyme office. As a Senior IFA Administrator, you will collaborate with the client services and Business Development team to enhance the overall customer experience.

Senior IFA Administrator Salary Range: £36,000 - £38,000, Benefits: Dental, PMI, Study Support, Life Cover, 25 Days Holiday + 8 Days Bank Holiday

This is a fantastic opportunity for an individual who thrives as the technical reference point within a team. As a Senior IFA Administrator, you will play a key role in coaching and mentoring junior colleagues in the Pensions and Investments department. We are seeking a senior and highly competent administrator with robust technical knowledge in Pensions (SIPPs), capable of resolving complex issues that may arise.



  • Identify and resolve day-to-day work issues within the department.
  • Manage the daily operations of the department, liaising with the New Business Team on policy documentation and processing new business.
  • Contribute to the development and maintenance of effective systems and processes.
  • Support the annual allowance statements for relevant clients.
  • Ensure accurate processing of Benefit Crystallisation Events, SIPP Payroll, Transfers Out, and Death Benefits in accordance with procedures.
  • Engage with clients and 3rd party companies through effective telephone and written communication.
  • Provide support and technical expertise for ad-hoc client requests.
  • Coordinate and plan projects for the team.


To Be Considered:

  • Working knowledge of UK Pensions administration.
  • Experience within the Financial Services Industry.
  • Exceptional communication skills at all levels.
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