Are you someone who loves making a real difference behind the scenes? Do you want to be at the heart of a forward-thinking team, helping financial advisers deliver a first‑class service to their clients? If you're a detail-oriented administrator looking for a role where you can grow, learn, and make an impact, this could be the perfect opportunity for you!
This is a forward-thinking financial planning firm that puts clients' life goals at the heart of everything it does. As an IFA Administrator, you'll be right at the centre of the action, delivering a first‑class service, keeping processes running smoothly, and making a real impact on both clients' futures and your own career. It's a place where your skills, diligence, and passion for excellence can flourish and grow.
Benefits:
Competitive salary up to £32,000 (DOE)
31 Days Holiday (Including Bank Holiday)
Holiday entitlement increases with length of service
Location - Warwick
Monday to Friday - 35 hours per week
Pension auto-enrolment scheme
Group Life Cover & Income Protection
Hybrid working opportunities
Employee Assistance Programme
Financial Wellbeing Support
Role & Responsibilities:
Process new business applications, ensuring compliance with FCA regulations
Handle client queries, prepare valuations, and maintain accurate client records
Assist with investment, pension, and protection administration
Prepare review packs, performance reports, and compliance documentation
Process fund switches, withdrawals, and provider transactions
Liaise with providers, advisers, and clients to ensure smooth operations
Maintain CRM systems and ensure all client data is up to date
Required Skills & Experience:
At least 2 years of experience in IFA administration
Strong knowledge of investment, pension, and protection products
Excellent organisational skills and attention to detail
Proficiency in financial systems and CRM software
Strong communication and client service skills
Ability to work independently and collaboratively within a team
If you're ready to take the next step in your career, apply now