IFA Administrator

Description

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

Ad ID: 5417142282