Senior IFA Administrator – Annual Review Pack Specialist | Wealth Management

Join a highly regarded Independent Financial Advisory (IFA) firm that prides itself on delivering exceptional client care and compliance-led advice across pensions, investments, and holistic wealth planning. With a collaborative, client-centric culture and a strong emphasis on professional development, the firm supports high-net-worth individuals and families in achieving their financial goals.

As part of their continued growth, they’re seeking a Senior IFA Administrator to take ownership of the annual review pack process – ensuring advisers are fully supported with accurate, timely, and compliant documentation for client meetings.

Hybrid – 3 days in the office and 2 days from home.

Flexible/Hybrid working available for experienced candidates

Responsibilities

• As a Senior IFA Administrator, your focus will be the preparation of detailed, FCA-compliant annual review packs that reflect each client’s financial journey and investment strategy. Duties include:
• Annual Review Pack Preparation
• Gather up-to-date client information from back-office systems
• Compile valuations for pensions, ISAs, bonds, and investment portfolios
• Produce consolidated summaries of current holdings, fund performance, and risk-adjusted returns
• Prepare visualised reports comparing performance vs benchmarks and risk profiles
• Include required compliance documents
• Customise each review pack to reflect individual goals and preferences
• Contact product providers and platforms for current valuations and missing data
• Reconcile discrepancies across provider statements and internal systems
• Adviser & Paraplanner Collaboration
• Work closely with Advisers to understand meeting objectives (e.g., retirement planning, IHT, investment strategy)
• Liaise with Paraplanners to collate suitability reports or recommendation summaries

Requirements

• Previous experience in an IFA or wealth management environment
• Strong understanding of pensions, investments, and financial products
• Exceptional attention to detail and organisational skills
• Strong communication skills – written and verbal
• Comfortable working to deadlines across multiple client accounts
• Knowledge of FCA compliance and financial services documentation

Benefits

• Salary: £35,000 – £43,000 (DOE)
• 25 days holiday + bank holidays
• Funded professional development (e.g., CII qualifications)
• Supportive team culture with clear progression opportunities