IFA Administrator

• Annual Salary: up to £30k
• Location: Warwick or Edgbaston
• Job Type: Full-time

Join a large, dynamic Financial Advisory business that offers whole market advice across the UK. We are seeking an experienced IFA Administrator to join their team in Warwick or Edgbaston . This role offers great support, excellent benefits, and opportunities for career progression due to their growth plans.

Day-to-day of the role:

• Work closely with office managers and financial planners to ensure efficient, high-quality, and compliant service delivery.
• Process new business applications and communicate effectively with clients and providers.
• Ensure all documentation is compliant with industry standards.
• Assist with research and the preparation of basic reports.
• Update and maintain accurate back-office information.

Required Skills & Qualifications:

• Preferably 2 years' experience as an IFA Administrator.
• Strong understanding of financial services and compliance requirements.
• Excellent communication and interpersonal skills.
• Proficiency in using financial planning software and tools.
• Ability to work effectively in a team and independently.

Benefits:

• Competitive salary range of up to £29,000, dependent on experience.
• 31 days annual leave, including bank holidays.
• Income protection from day one.
• Life insurance.
• Employee assistance program.
• Support for financial and personal well-being.
• Access to virtual GP appointments.
• Company sick pay.

To apply for this IFA Administrator position, please apply below, or contact me directly at .

Synonyms

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