Senior IFA Administrator

CV-LibraryPeterborough, CambridgeshirepermanentPosted: 6 March 2026
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I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. This firm is dedicated to building long-term relationships and providing personalized service to their clients. Role Description This is a full-time, on-site position within a friendly and welcoming team. As a hands-on role with significant variety, your responsibilities will include: * Managing client administration and maintaining compliance documentation. * Preparing review packs and reports. * Processing applications and ensuring accurate record-keeping. * Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers. * Fostering professional relationships with both clients and colleagues. Salary & Benefits * Salary: £28,000 - £34,000 per annum, plus benefits. * Work Arrangement: On-site, Monday to Friday. Qualifications * Proven experience in a financial services or IFA environment is essential. * Proficiency in financial administration, client file management, and compliance. * Strong organizational, analytical, and time management skills. * Excellent communication skills with high attention to detail. * Proficiency in Microsoft Office Suite. If you are interested in this opportunity, please get in touch for more information

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