Ifa Administrator

Premier Jobs UK Ltd; Meriden; Hybrid; GBP 28,000 - 30,000; Full time

Benefits offered by this job

Hybrid working

Study leave for qualifications

Pension contributions

Healthcare cover

Free onsite parking

Training and progression

Job summary

Premier Jobs UK Ltd in Meriden is seeking an IFA Administrator to support advisors with pensions, investments and protection case administration. You will handle the client journey from new business processing to preparing review documents, with a strong focus on accuracy and regulatory compliance.

Join a collaborative wealth management practice offering hybrid working (four days in office, one from home) and study support for industry qualifications.

Qualifications

• Financial services administration experience would be beneficial but is not an essential requirement
• Excellent organisational skills with meticulous attention to detail (Essential)
• Genuine interest in building a long-term career within financial planning (Essential)
• Familiarity with retail investment platforms and provider portals (Desirable)
• Working knowledge of personal pensions, investments, and protection products (Desirable)

Responsibilities

• Process new business through to review documents
• Request, track, and chase letters of authority for case progression
• Prepare client review packs and valuation documentation
• Update client records and valuations on back-office systems
• Liaise with product providers, platforms and clients to resolve enquiries

Skills

Organisational skills

Attention to detail

Career in financial planning

Retail investment platforms

Provider portals

Pensions

Investments

Protection products

Job description

Joining a supportive team, this IFA Administrator opportunity based in Meriden offers a salary of 28,000 - 30,000 plus hybrid working. You will be working closely with experienced Financial Advisors, supporting them with the administration of pensions, investments and protection cases while developing your knowledge within financial services.

Where you fit in

As an IFA Administrator, you will play an important part in supporting advisors and ensuring client cases progress smoothly. This is a varied role where you will be involved in all aspects of the client journey, from processing new business through to preparing review documentation

A typical week

• Process new business applications across various investment platforms and pension providers
• Request, track, and chase letters of authority to ensure timely case progression
• Prepare comprehensive client review packs and valuation documentation ahead of adviser meetings
• Updating and maintaining accurate client records and valuations on internal back-office systems
• Liaise directly with product providers, platforms, and clients to resolve administrative enquiries

IFA Administrator Requirements

• Financial services administration experience would be beneficial but is not an essential requirement
• Excellent organisational skills with meticulous attention to detail (Essential)
• Genuine interest in building a long-term career within financial planning (Essential)
• Familiarity with retail investment platforms and provider portals (Desirable)
• Working knowledge of personal pensions, investments, and protection products (Desirable)

Who you'd be joining

You will join an established private-client financial planning practice with a collaborative, team-oriented culture that actively invests in staff development and client outcomes.

IFA Administrator Benefits

• Starting salary of £28,000 to £30,000, with flexibility for industry experienced candidates
• Hybrid working pattern of four days office-based and one day working from home
• Full financial support and study leave for professional industry qualifications
• 8% employer pension contribution following successful probation
• BUPA private healthcare cover post-probation
• Free onsite parking
• Structured internal training and defined progression routes within wealth management