Senior IFA Administrator

RGH-Global Limited; Coventry; On-site; GBP 30,000 - 45,000; Part time

Job summary

A highly regarded Chartered Financial Planning firm in Coventry is seeking an experienced Senior IFA Administrator. In this role, you will support Chartered Financial Planners by managing compliance paperwork, handling new business cases, and assisting with client documentation. The ideal candidate has at least 3 years of experience in financial planning and is proficient in financial software. The position offers hybrid working with options for full-time or part-time hours.

Benefits

4x life assurance

Critical illness cover (2x)

Employee Assistance Programme

Health Cash Plan

5% employer pension contribution

Discretionary annual bonus

22 days holiday plus bank holidays (option to purchase an additional 5 days)

Qualifications

• Minimum of 3 years experience in a financial planning or wealth management firm.
• Strong understanding of compliance requirements.
• Excellent attention to detail with strong numeracy and literacy skills.

Responsibilities

• Assist Paraplanners with research and documentation.
• Ensure compliance paperwork is accurately completed.
• Manage new business and servicing cases through to completion.
• Proactively update Advisers on application progress.

Skills

Attention to detail

Numeracy skills

Literacy skills

Proficiency in Microsoft Office

Understanding of financial planning products

Education

RO1 or CF1 qualifications (or working towards)

Tools

Financial planning software systems

Job description

Senior IFA Administrator

This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice.

As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.

Key Responsibilities

• Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters.
• Ensure all compliance paperwork is accurately completed and maintained.
• Prepare application forms and supporting documents for the advice process.
• Process and manage new business and servicing cases, including more complex transactions, through to completion.
• Monitor the progress of applications and proactively update Advisers on any issues or delays.
• Action servicing requests and changes to clients investments.
• Prepare client portfolio valuations and review packs.
• Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases.

Requirements

• Minimum of 3 years experience within an independent financial planning or wealth management firm.
• Strong understanding of financial planning products, processes, and compliance requirements.
• Ideally hold RO1 or CF1 , or be working towards equivalent qualifications.
• Excellent attention to detail with strong numeracy and literacy skills.
• Proficient in Microsoft Office and financial planning software systems.

We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients.

Benefits

• 4x life assurance
• Critical illness cover (2x)
• Employee Assistance Programme
• Health Cash Plan
• 5% employer pension contribution
• Discretionary annual bonus
• 22 days holiday plus bank holidays (option to purchase an additional 5 days)
• Hybrid working
• Bothfull-time or part-time hours considered