Job description
An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients.
Key Responsibilities:
1. Processing new business applications across various providers and platforms
2. Preparing valuation reports and performance documentation ahead of client reviews
3. Producing review checklists and coordinating documentation for adviser meetings
4. Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports
5. Running risk profiler results and supporting fund research using FE Analytics
6. Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements
7. Processing fund switches directly with providers or via platforms and tracking progress
8. Preparing bi-annual valuation reports and post-review summaries for clients
9. Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed
10. Maintaining ongoing client communication to keep them informed of progress
Candidate Requirements:
11. Previous experience within an Independent Financial Adviser (IFA) environment is essential
12. Strong understanding of financial products, platforms, and regulatory requirements
13. High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively
14. Proficient in Microsoft Office and financial systems such as FE Analytics
15. Strong communication skills, both verbal and written
16. A proactive and client-focused approach
Benefits:
17. Competitive salary up to £32,
18. Bonus potential based on performance
19. Hybrid and flexible working options available
20. Free on-site parking
21. Company pension contribution
22. Supportive and collaborative office environment
23. Opportunities for training and career development
This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you're looking to take the next step in your financial services career, we'd love to hear from you.