Job Title: Senior IFA Administrator

Industry: Financial Services

Location: Worcester (Office-based initially, hybrid post-probation)

Salary: Up to £37,500 DOE

Reference Number: 10237

Recruit UK is working with a well-respected Independent Financial Adviser firm in Worcester, offering an excellent opportunity for an experienced IFA Administrator to join their growing team.

As an IFA Administrator you will play a key role in supporting advisers across all aspects of financial services administration, ensuring the smooth delivery of high-quality client service.

Responsibilities:

• Processing new business applications and liaising with providers to ensure timely and accurate completion
• Coordinating client meetings, preparing valuations and meeting packs, and managing advisers’ diaries effectively
• Managing client correspondence and maintaining accurate records, ensuring all documentation complies with FCA regulations and internal compliance standards
• Supporting the training and quality checking of work completed by junior team members, as required

What’s in it for you:

• Competitive salary up to £37,500 (depending on experience)
• 25 days’ annual leave, increasing with length of service
• Auto-enrolment pension
• Share Incentive Plan
• Private Medical Insurance
• Death in Service (DIS) cover
• Income Protection
• Enhanced maternity leave
• Paid paternity leave
• Electric car scheme
• Cycle to work scheme
• Hybrid working arrangement following probation

Skills and experience required:

• A minimum of 2 years’ experience (or equivalent) in a Senior Administrative role within Financial Services
• Proficiency in Microsoft Office and Outlook, with strong working knowledge of Word and Excel
• A strong understanding of FCA regulations and compliance requirements
• Experience using Xplan or Voyant is highly advantageous

Get in touch or apply online