IFA Administrator

IDEX Consulting Ltd; Coventry; On-site; GBP 26,000 - 32,000; Full time

Job summary

IDEX Consulting Ltd is assisting a highly regarded independent financial planning firm based in Coventry to appoint an experienced IFA Support Administrator / Wealth Planning Assistant to join its growing team.

This role offers exposure across the full advisory process, close collaboration with advisers, and opportunities for progression within wealth management and financial planning, with a strong emphasis on accuracy, client service, and compliance.

Qualifications

• Experience in an IFA/wealth management or financial planning environment.
• Experience with business processing and provider interaction.
• Excellent attention to detail and communication skills.
• Working towards DipPFS (Level 4) is advantageous.
• Genuine interest in developing within financial services.

Responsibilities

• Support advisers throughout the client journey and prepare meeting packs.
• Liaise with clients, providers and third parties to progress cases.
• Process new business and manage applications through to completion.
• Support suitability reports and financial planning documentation.
• Maintain accurate records and ensure FCA requirements are met.

Skills

Attention to detail

Communication skills

Provider interaction

Business processing

Wealth planning exposure

Education

DipPFS (Level 4)

Job description

I’m working with a highly regarded independent financial planning firm based in Coventry that is looking to appoint an experienced IFA Support Administrator / Wealth Planning Assistant to join its growing team.

This is a fantastic opportunity for someone who wants more than a traditional administration role and is looking to develop their career within financial planning. You’ll have the opportunity to work closely with experienced advisers, gain exposure across the full advice process and continue building your technical knowledge.

The role supports a dedicated client bank and offers a varied mix of adviser support, client liaison, business processing and technical administration.

The role will include:

• Supporting advisers throughout the client journey
• Preparing meeting packs and assisting with client reviews
• Liaising with clients, providers and third parties
• Processing new business and managing applications through to completion
• Supporting suitability reports and financial planning documentation
• Maintaining accurate records and ensuring FCA requirements are met

The ideal candidate will have:

• Previous experience within an IFA, wealth management or financial planning environment
• Experience with business processing and provider interaction
• Excellent attention to detail and communication skills
• Level 4 Diploma in Financial Planning (DipPFS) or working towards this would be advantageous
• A genuine interest in developing within financial services

The firm offers a supportive and collaborative working environment, with genuine opportunities for progression for someone who wants to build a long-term career within wealth management and financial planning.

This is an office-based opportunity and would suit candidates across Coventry, Warwickshire, Solihull, Birmingham and surrounding areas.