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Date Added: Sat 31/05/2025

IFA Administrator

Coventry, UK
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Company: TALENT GUARDIAN

Job Type: Permanent, FullTime

Salary: £28,000 - £31,000 per annum

IFA AdministratorLocation: West MidlandsSalary: £28,000-£31,000 per annumAbout the Role:Our client, a well-established financial planning consultancy based in the West Midlands, is seeking an experienced and highly organised IFA Administrator to join their team. This is a fantastic opportunity to work with a dynamic firm that provides expert financial advice to a diverse range of clients.As a Senior Administrator, you will play a crucial role in ensuring the smooth day-to-day running of the office and supporting financial planners in delivering excellent service.Key Responsibilities:
  • Providing comprehensive administrative support to financial planners and senior management.
  • Managing client records with accuracy, ensuring all documentation meets regulatory requirements.
  • Coordinating meetings, preparing necessary paperwork, and communicating effectively with clients.
  • Assisting with compliance and regulatory duties to ensure best practices are upheld.
  • Identifying ways to improve administrative processes and enhance efficiency.
  • Supporting and mentoring junior team members where necessary.
  • Handling sensitive information professionally and confidentially.
About You:
  • Has proven experience in a senior administrative role, ideally within financial services.
  • Is highly organised and able to juggle multiple tasks with efficiency.
  • Has a keen eye for detail and takes pride in delivering high-quality work.
  • Possesses strong communication skills, both written and verbal.
  • Is comfortable using IT systems such as Microsoft Office and CRM software.
  • Understands financial services regulations and compliance (preferred but not essential).
  • Works well as part of a team and enjoys supporting colleagues.
What’s on Offer:
  • £28,000-£31,000 per annum
  • Opportunities for career progression and professional development.
  • A friendly and supportive working environment.
  • The chance to be part of a reputable and forward-thinking financial planning consultancy.
If you’re an experienced administrator looking for a new challenge in a dynamic and professional setting, we’d love to hear from you.
Apply Now