Senior IFA Administrator

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 or Edgbaston

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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