Senior Ifa Administrator
Job in
Warwick, Warwickshire, CV34, England, UK
Listed on 2026-07-28
Listing for:
Artemis Clarke Ltd
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Senior IFA Administrator
We are looking for an experienced Senior IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant and efficient service to clients. You will play a key role in managing client files, new business processes and administrative support for complex cases.
Key Responsibilities- Collate provider information and client illustrations to support financial planning recommendations
- Run Risk Profiler results and produce fund switch and valuation reports
- Process new business, withdrawals and switches in line with compliance standards
- Prepare suitability reports, client reviews and associated documentation
- Coach and train colleagues, assisting with workflow and task management
- 5+ years' experience as an Administrator in an IFA environment
- Experience supporting high-profile and complex clients
- Strong customer service and relationship-building skills
- Excellent time management, organisation and multitasking abilities
- Pension scheme, 23 days annual leave plus bank holidays, group life cover and income protection. Hybrid working: up to 2 days from home, 3 days in the office.
Position Requirements
10+ Years
work experience
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