IFA Administrator

Warwick

Hybrid working

Up to £35k

This role is ideal for experienced administrators working in an IFA or financial planning environment who enjoy supporting advisers and helping clients receive an exceptional service.

You’ll be joining a team that values professionalism and offers flexible working, structured support, and genuine progression opportunities within financial services.

The Business

This directly authorised, client-focused financial planning firm operates across the UK and delivers holistic advice in pensions, investments, protection, and estate planning. They have a collaborative team structure, supportive management, and a clear dedication to compliance and doing the right thing for clients. The business uses modern systems and invests in its people.

The Role

You’ll provide dedicated administrative support to financial advisers and paraplanners, helping ensure that advice is implemented efficiently and accurately. A typical day involves processing new business, updating client records, liaising with providers, preparing review packs, booking appointments, chasing outstanding documentation, and actioning adviser instructions.

You’ll also play a key role in ensuring a smooth client experience—communicating professionally and proactively, managing expectations, and keeping everything compliant and well-documented. You’ll be part of a professional and friendly team who work together to deliver high-quality service.

Benefits

• Salary up to £35k
• Hybrid working
• 28 days Holiday Bank Holidays (Rising to 30)
• Employer pension contributions
• Discretionary bonus
• Income Protection
• Life Assurance
• Medicash plan
• Support with qualifications and career development

How to apply

Click "Apply Now" to submit your CV—it’s quick and easy. The interview process includes an initial virtual meeting followed by a practical discussion with the operations team.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator