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Permanent

Senior IFA Administrator

Warwick
money-bag 32000.00-32000.00 Annual
2994304446
Posted Yesterday

Join a respected financial services firm as a Senior IFA Administrator, where you''ll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits:Salary: Up to 35,000 (DOE)31 Days Holiday (Inclusive of Bank Holidays)Holiday entitlement increases with length of service.Pension auto-enrolment scheme - Salary sacrifice availableGroup Life Cover and Income ProtectionCompany sick payEmployee Assistance Programme and Financial Wellbeing SupportHybrid: 2 days at home / 3 days in officeMonday to Friday - 08:30 to 17:00Location: Warwick Role and Responsibilities:Process new business (investments, pensions, protection, mortgages)Run risk profiles, fund switch reports, and valuationsPrepare review packs, reports, and compliance documentsLiaise with advisers, providers, and clients to keep cases on trackHandle fund switches, withdrawals, and client instructionsMaintain accurate client data and recordsSupport colleagues with training and coaching where needed Required Skills and Experience:Minimum 5 years'' IFA administration experienceStrong pensions, investments, and protection knowledgeExcellent organisational skills with attention to detailConfident communicator with strong client service focusAble to manage deadlines, multi-task, and work independentlyCompliance awareness, with solid platform and product kno

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