Senior IFA Administrator

RGH-Global Ltd; Coventry; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

4x life assurance

Critical illness cover

Employee Assistance Programme

Health Cash Plan

5% employer pension contribution

Discretionary annual bonus

22 days holiday plus bank holidays

Hybrid working

Full-time or part-time hours

Job summary

A Chartered Financial Planning firm in Coventry seeks a Senior IFA Administrator to join their dedicated support team. The successful candidate will assist in gathering documentation, ensure compliance paperwork is completed, and process new business cases. Ideal candidates have a minimum of 3 years’ experience in a similar role and strong attention to detail, alongside proficiency in financial planning software. This role offers competitive benefits and the potential for hybrid working.

Qualifications

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

Responsibilities

• Assist Paraplanners by gathering research and documentation for reports.
• Prepare application forms and supporting documents for the advice process.
• Process and manage new business and servicing cases.
• Process and manage new business and servicing cases 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.

Skills

Attention to detail

Numeracy

Literacy

Proficiency in Microsoft Office

Understanding of financial planning products

Collaboration

Education

RO1 or CF1 qualifications

Tools

Financial planning software systems

Financial planning software

Job description

Overview

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
• Both full-time or part-time hours considered