Ifa Administrator
Meriden, Coventry, West Midlands, CV1, England, UK
Listed on 2026-10-21
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Finance & Banking
Office Administrator/ Coordinator, Finance Assistant
Joining a supportive team, this IFA Administrator opportunity based in Meriden offers a salary of 28,000 - 30,000 plus hybrid working. You will be working closely with experienced Financial Advisors, supporting them with the administration of pensions, investments and protection cases while developing your knowledge within financial services.
Where you fit inAs an IFA Administrator, you will play an important part in supporting advisors and ensuring client cases progress smoothly. This is a varied role where you will be involved in all aspects of the client journey, from processing new business through to preparing review documentation
A typical week- Process new business applications across various investment platforms and pension providers
- Request, track, and chase letters of authority to ensure timely case progression
- Prepare comprehensive client review packs and valuation documentation ahead of adviser meetings
- Updating and maintaining accurate client records and valuations on internal back-office systems
- Liaise directly with product providers, platforms, and clients to resolve administrative enquiries
- Financial services administration experience would be beneficial but is not an essential requirement
- Excellent organisational skills with meticulous attention to detail (Essential)
- Genuine interest in building a long-term career within financial planning (Essential)
- Familiarity with retail investment platforms and provider portals (Desirable)
- Working knowledge of personal pensions, investments, and protection products (Desirable)
You will join an established private-client financial planning practice with a collaborative, team-oriented culture that actively invests in staff development and client outcomes.
IFA Administrator Benefits- Starting salary of £28,000 to £30,000, with flexibility for industry experienced candidates
- Hybrid working pattern of four days office-based and one day working from home
- Full financial support and study leave for professional industry qualifications
- 8% employer pension contribution following successful probation
- BUPA private healthcare cover post-probation
- Free onsite parking
- Structured internal training and defined progression routes within wealth management
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