Are you an experienced financial planning administrator, looking for a Senior IFA Administration role working with a close-knit team. This role offers a generous package and opportunities for development. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to two Financial Adviser. Duties for this role will include: Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information. Obtain illustrations, key features documentation, fund factsheets, KIIIDs and application forms from Platforms/Providers as required. Review meeting preparation - produce valuations and ensure correct documentation is gathered (risk profiling, factfind, client agreements etc). Completion of product application forms, Trust documentation and new business submission (platforms). Monitoring and oversight of new business applications and fees The candidate: Good working knowledge of Microsoft Office & Outlook Relevant experience within an IFA environment Positive can do attitude This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.