Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes.
Benefits:
- Salary: Up to £35,000 (DOE)
- 31 Days Holiday (Inclusive of Bank Holidays)
- Holiday entitlement increases with length of service.
- Pension auto-enrolment scheme - Salary sacrifice available
- Group Life Cover & Income Protection
- Company sick pay
- Employee Assistance Programme & Financial Wellbeing Support
- Hybrid: 2 days at home / 3 days in office
- Monday to Friday - 08:30 to 17:00
- Location: Warwick
Role & Responsibilities:
- Process new business (investments, pensions, protection, mortgages)
- Run risk profiles, fund switch reports, and valuations
- Prepare review packs, reports, and compliance documents
- Liaise with advisers, providers, and clients to keep cases on track
- Handle fund switches, withdrawals, and client instructions
- Maintain accurate client data and records
- Support colleagues with training and coaching where needed
Required Skills & Experience:
- Minimum 5 years' IFA administration experience
- Strong pensions, investments, and protection knowledge
- Excellent organisational skills with attention to detail
- Confident communicator with strong client service focus
- Able to manage deadlines, multi-task, and work independently
- Compliance awareness, with solid platform and product knowledge
Apply now to take the next step in your financial services career!
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