IFA Administrator

IFA Administrator
Warwick Based
Hybrid Working (2 Days WFH)
Up to £35,000 DOE
23 Days Holiday + Bank Holidays (increasing with service)
Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services

Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work-life balance? Then this could be the role for you.
My client believes financial planning is about more than just advice – it’s about creating a roadmap for a life well-lived. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with.

Responsibilities
 
Obtaining and compiling provider information and client-specific illustrations
Running risk profiling via FE Analytics and assisting with research
Processing and tracking new business submissions across investments, pensions, protection, and mortgages
Communicating with clients, updating them on progress, and providing exceptional service
Preparing valuation reports, performance documentation, and review checklists
Managing fund switches, ensuring compliance with MIFID II requirements
Completing withdrawal instructions and maintaining accurate client records
Supporting and mentoring colleagues where required  Required Experience
 
Minimum 5 years’ IFA administration experience
Excellent communication skills with a client-focused approach
Strong product knowledge and compliance awareness
Highly organised with exceptional attention to detail
Team-oriented, proactive, and adaptable  Apply now for this exciting IFA Administrator role