IFA Administrator

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

• 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