Senior IFA Administrator – Financial Planning
other jobs NJR Recruitment
Added before 5 Days
- England,West Midlands,Warwickshire
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
Senior IFA Administrator – Financial Planning
Location: Warwick
Salary: Up to £35,000 DOE Benefits
Full-Time | Permanent
NJR Recruitment is delighted to be representing a highly respected and growing financial planning firm, now seeking an experienced Senior IFA Administrator to join their Warwick office.
This is a varied and rewarding role where you’ll be supporting Office Managers and Financial Planners in delivering a high-quality, compliant service to clients. You’ll also act as a role model to the administration team, sharing expertise and helping to develop others.
Key Responsibilities
*Prepare valuation reports, performance documentation, and adviser review packs
*Process new business and ensure all compliance documentation is in place
*Liaise with providers to obtain policy information, illustrations, and valuations
*Manage client instructions, withdrawals, and fund switches in line with FCA and MiFID II requirements
*Maintain accurate client records on the back-office system
*Provide post-review summaries to clients and keep them updated on progress
*Support complex cases across investments, pensions, protection, and mortgages
*Assist with research and prepare fund switch reports using FE Analytics
*Mentor and coach junior administrators to ensure consistent quality
What We’re Looking For
*Minimum of 5 years’ experience as an IFA Administrator
*Proven ability to handle complex client work and high-profile cases
*Excellent communication and relationship management skills
*Strong technical knowledge of financial products and compliance requirements
*Proficient in back-office systems and Microsoft Office
*Exceptional attention to detail and organisational skills
What’s on Offer
*Salary up to £35,000 DOE
*3% employer pension contribution
*23 days holiday bank holidays (rising with service)
*Life cover (4x salary), income protection, company sick pay
*Employee Assistance Programme & financial wellbeing support
*Hybrid working – up to 2 days WFH
Apply Now
If you are a skilled financial planning administrator ready to take on a senior role in a supportive and forward-thinking business, we’d love to hear from you. Apply today
NJR15961
Location: Warwick
Salary: Up to £35,000 DOE Benefits
Full-Time | Permanent
NJR Recruitment is delighted to be representing a highly respected and growing financial planning firm, now seeking an experienced Senior IFA Administrator to join their Warwick office.
This is a varied and rewarding role where you’ll be supporting Office Managers and Financial Planners in delivering a high-quality, compliant service to clients. You’ll also act as a role model to the administration team, sharing expertise and helping to develop others.
Key Responsibilities
*Prepare valuation reports, performance documentation, and adviser review packs
*Process new business and ensure all compliance documentation is in place
*Liaise with providers to obtain policy information, illustrations, and valuations
*Manage client instructions, withdrawals, and fund switches in line with FCA and MiFID II requirements
*Maintain accurate client records on the back-office system
*Provide post-review summaries to clients and keep them updated on progress
*Support complex cases across investments, pensions, protection, and mortgages
*Assist with research and prepare fund switch reports using FE Analytics
*Mentor and coach junior administrators to ensure consistent quality
What We’re Looking For
*Minimum of 5 years’ experience as an IFA Administrator
*Proven ability to handle complex client work and high-profile cases
*Excellent communication and relationship management skills
*Strong technical knowledge of financial products and compliance requirements
*Proficient in back-office systems and Microsoft Office
*Exceptional attention to detail and organisational skills
What’s on Offer
*Salary up to £35,000 DOE
*3% employer pension contribution
*23 days holiday bank holidays (rising with service)
*Life cover (4x salary), income protection, company sick pay
*Employee Assistance Programme & financial wellbeing support
*Hybrid working – up to 2 days WFH
Apply Now
If you are a skilled financial planning administrator ready to take on a senior role in a supportive and forward-thinking business, we’d love to hear from you. Apply today
NJR15961
Job number 2755766
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
NJR Recruitment
If you’re looking for someone to handle all your recruitment needs, or indeed you are looking to make your next career move, help is at hand. Yo...