Ifa Administrator

Description

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 in

As 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

IFA Administrator Requirements

- 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)

Who you'd be joining

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

What happens next

Your application comes directly to Premier Jobs UK. Our team reviews every submission and replies to every candidate, so you will always receive a response. Where your background fits, we will arrange a call to explore what you are looking for in your next move. We never submit your details to our client without your explicit agreement. To discuss this IFA Administrator role in Meriden, apply today with your CV.

Liability and disclaimer

Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. xjnqpsq Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded

Ad ID: 5419187051