Senior IFA Administrator

IFA Administrator - Beverley, Yorkshire and the Humber

Ref: 1464Tuesday 9 January 2024

£28,000 - £32,000

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A dynamic and reputable independent financial advisory firm, specialising in providing comprehensive financial solutions to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals. With a client-centric approach, is looking to take on an experience IFA Administrator to work with the Principal Director of the firm.

You can work from either the Grimsby or Beverley office

The Salary range for the IFA Administrator is £28,000 - £32,000 + hybrid working, study support, discretionary bonus of £3,600.

We are currently seeking a highly skilled and motivated Senior IFA Administrator to join our team and support the Principal Director in delivering top-notch service to their esteemed clients. This role offers a unique opportunity to work in a collaborative and growth-oriented environment, with flexible working hours and a hybrid working model (3 days in the office, 2 days from home).


Key Responsibilities:

  • Provide comprehensive administrative support to the Principal Director and contribute to the overall success of the advisory team.
  • Handle complex tasks related to GIA’s, ISA’s, IHT, Trusts, and intricate tax arrangements.
  • Collaborate with a team of experienced professionals to ensure seamless client service delivery.
  • Engage in ongoing professional development and training opportunities to enhance expertise in the financial services industry.

Key Benefits:

  • Competitive salary with qualification-linked pay rises (£250 for RO exams, £500 for AF exams).
  • Flexible working hours and hybrid working model.
  • Funded exams and a day off for exam preparation.
  • Opportunity for career progression – develop from Senior IFA Administrator to Paraplanner within 2/3 years and then progress to an Advisory role.
  • Discretionary business performance bonus of £3,600 per year (tax-free) in addition to the basic salary.


Company Culture:

  • The Directorship team have fostered a collaborative team environment where knowledge-sharing and mutual support are encouraged. The 31-member strong team, including 11 Advisors who have developed in-house from Administrator/Paraplanner positions, operates as pods on projects to ensure an unrivalled service for their clients. They really do believe in providing employees with the tools and opportunities needed to excel in their careers.

If you are a highly motivated individual with a passion for financial services and a track record in handling complex client scenarios in a Wealth Management or IFA business, we invite you to apply.

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