Senior IFA Administrator / Office Supervisor
Job Ref: 90286
Location: Grimsby (with occasional flexibility to work from Beverley office)
Employment Type: Permanent
Salary: £30,000 – £40,000 per annum (up to £40,000 + bonuses)
About The Role
We are seeking an experienced Senior IFA Administrator to take on a supervisory/office manager position within a well‑established financial planning firm. This role is ideal for someone who thrives in a busy environment, can drive high standards, and has strong working knowledge of Intelligent Office (iO).
You will oversee a team of 14 administrators, ensuring processes run smoothly, compliance standards are met, and the team delivers exceptional support to advisers and clients. This is a hands‑on leadership role with a strong operational focus.
Key Responsibilities
- Oversee and support a team of 14 administrators, providing guidance, training, and performance oversight
- Ensure all administrative processes meet compliance, SLA, and quality standards
- Act as the main point of escalation for complex cases and workflow issues
- Maintain and improve operational processes within Intelligent Office (iO)
- Support advisers with new business processing, client reviews, valuations, and documentation
- Liaise with providers to ensure cases progress efficiently
- Contribute to a positive, collaborative team culture and drive continuous improvement
About You
- Minimum 5 years’ experience in financial planning administration
- Strong working knowledge of Intelligent Office (iO)
- Confident supervising or mentoring others, or ready to step into a leadership role
- Highly organised, detail‑focused, and able to manage competing priorities
- Strong communication skills and a proactive approach to problem‑solving
Benefits
- Competitive salary up to £40,000
- Hybrid working
- Supportive, long‑established team environment
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