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!