Eden Rose
Senior Financial Services Administrator (IFA) – York
If you’re an experienced IFA Administrator who loves taking ownership, thrives in a fast-paced environment, and wants to be part of a genuinely supportive, people-first team — this role will feel like a breath of fresh air.
We’re working with a highly respected Chartered Financial Planning firm in York that’s known for its exceptional client service, warm culture, and commitment to developing its people. They’re now looking for a Senior Financial Services Administrator to join their growing team and play a key role in delivering outstanding client outcomes.
Why This Role Stands Out
This isn’t just another admin job. It’s a senior position where your expertise is valued, your ideas matter, and your work directly impacts the client experience. You’ll be part of a close-knit team that genuinely supports each other, no egos, no hierarchy, just good people doing great work.
What You’ll Be Doing
- Owning your workload with confidence, accuracy, and pride
- Working closely with Financial Planners to streamline their day and elevate client service
- Attending client meetings and managing complex cases from start to finish
- Processing new business and overseeing full case progression
- Preparing polished documentation, meeting notes, and suitability report drafts
- Keeping compliance at the heart of everything you do
- Being a senior voice in the team, raising standards and supporting others
What You Bring
- Strong experience in IFA / financial planning administration
- Solid understanding of pensions, investments, and protection
- Confidence using financial services platforms and CRMs
- Excellent communication, organisation, and attention to detail
- A proactive, dependable approach with genuine pride in your work
- A team-focused mindset, you enjoy contributing to a positive, collaborative culture
What’s On Offer
- A warm, friendly, supportive environment where you’re genuinely valued
- Recognition for your hard work and contribution
- Health scheme, bonus opportunities, pension contributions
- Gym membership, funded socials, and regular team events
- A role where you can grow, develop, and make a real impact every day
To apply for this job please visit www.reed.co.uk.
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