Job Title: IFA Administrator

Industry: Financial Advice

Location: Coventry

Salary: £28,000 – £32,000 DOE

Reference Number: 9397

Job Description:

Recruit UK is working on an exciting opportunity for an IFA Administrator to join a well-established wealth management firm based in Coventry.

As an IFA Administrator you will ensure the smooth and efficient operation of client servicing, compliance, and business processing activities.

Responsibilities:

• Prepare and process new business applications, including anti-money laundering checks and fact-finding
• Handle client correspondence, including letters, emails, and telephone queries
• Ensure all documentation meets FCA regulatory standards
• Liaise with product providers to obtain valuations, policy information, and resolve queries
• Assist in the preparation of annual reviews and investment pathway documentation

What’s in it for you:

• Salary Up to £32,000 (higher negotiable dependent on skills and experience)
• Excellent pension scheme
• 25 days holiday plus bank holidays
• Fantastic work culture
• Ongoing career professional development
• Study and exam support

Skills and experience required:

• A minimum of 1 year of experience working as IFA Administrator or similar roles.
• Experience working with FCA regulatory standards or in a regulated environment preferred.
• Strong communication skills and attention to detail.

Get in touch or apply online