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Are you an experienced IFA Administrator looking to take your career to the next level? We are working with a dynamic and reputable financial planning & investment management organisation. Our client is a rapidly growing firm, known for dedication and exceptional service to their HNW & UHNW client book. Our client has its own in-house Discretionary Fund Management (DFM), they offer a unique and integrated approach to financial planning and investment management. Role: Senior IFA Administrator Responsibilities: Provide comprehensive administrative support to a team of Independent Financial Advisers (IFAs), ensuring seamless client service and support. Prepare and process new business applications, ensuring accuracy and compliance with industry regulations. Maintain and update client records, ensuring all information is current and compliant with data protection standards. Liaise with clients, product providers, and third-party stakeholders to facilitate smooth transaction processing and client satisfaction. Assist in the preparation of client review packs, reports, and presentations. Manage the workflow and prioritization of administrative tasks, ensuring deadlines are met efficiently. Support the IFAs in research and analysis tasks as required. Contribute to the continuous improvement of administrative processes and systems. Qualifications and Experience: Proven experience as an IFA Administrator, with a strong understanding of financial planning and investment management processes. Experience working with HNW clients is highly desirable. Excellent organisational skills with a keen eye for detail. Strong communication skills, both written and verbal, with the ability to interact effectively with clients and colleagues. Proficiency in using financial planning software and CRM systems. Ability to work independently and as part of a team, managing multiple tasks and priorities in a fast-paced environment. Relevant financial services qualifications (e.g., CII, CISI) are advantageous but not essential. What's on offer: Salary of up to £38,000, depending on experience Discretionary bonus 26 days holiday to 31 days after 5 years bank holidays Support with achieving professional qualifications Private Medical Insurance and Health Cash plan A day off each year where you can volunteer to undertake charity work for a charity of your choice Generous employer pension contribution DIS Cover provided Income Protection cover Free parking provided