Senior IFA Admin

Office-based - but may be flexible for the right person

Location: Poole

Salary: Up to £42k depending on experience

About the Role

We are seeking a highly skilled Senior Executive – Wealth Management Support to join our Poole office. This pivotal role involves delivering exceptional administrative supervision and technical support across the full advisory process, encompassing both financial planning and investment management services.

You will work closely with the Deputy Head of Wealth Management and their team to ensure an outstanding client experience. This position requires strong technical knowledge, confidence, and the ability to act independently, sourcing information and resolving tasks without constant supervision.

Key Responsibilities

• Lead, supervise, and mentor the Poole office administration team.
• Manage administration for the Poole client base across financial planning and investment management services.
• Liaise with operational areas and act as the main point of contact for administrative queries.
• Maintain client files and documentation in line with company procedures.
• Oversee diary management, client meeting preparation, and production of review packs.
• Prepare valuations, process new business applications, and ensure compliance throughout.
• Communicate professionally with clients and handle queries promptly.
• Assist with product research, data analysis, and management information reporting.

Knowledge & Qualifications

• In-depth understanding of pension and investment products.
• Experience supporting Financial Advisers or Investment Managers.
• Familiarity with compliance requirements and client advice processes.

Benefits Package

• Salary: Up to £42k depending on experience
• Health Cover
• Medicash
• Death in Service: 4 × salary
• Income Protection: 50% of base salary for up to 2 years (after 26 weeks absence)
• Pension: 5% employee contribution, 5% employer contribution
• Holiday: 27 days with bank holidays on top. Raiding to 30 days with service.
• Gym Membership: Up to £25 per month towards membership
• Sick Pay:
  • 2 weeks per calendar year for occasional ad-hoc absences
  • Certified absence up to 3 months at company discretion

Please apply below, and one of our team will reach out to you.

Synonyms:IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator