Senior IFA Administrator

RGH-Global Limited; Coventry; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial planning firm in the UK seeks a Senior IFA Administrator to join their support team. You will assist Paraplanners, ensure compliance paperwork is managed, and support Chartered Financial Planners in delivering quality advice. Ideal candidates will have a minimum of 3 years experience in financial planning or wealth management. This role offers a range of benefits, including hybrid working options and a competitive benefits package.

Benefits

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

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.

Responsibilities

• Assist Paraplanners by gathering research and documentation for reports.
• Ensure all compliance paperwork is accurately completed.
• Prepare application forms and supporting documents.
• Process and manage new business and servicing cases.
• Monitor the progress of applications and proactively update Advisers.

Skills

Financial planning products understanding

Attention to detail

Proficiency in Microsoft Office

Strong numeracy skills

Strong literacy skills

Education

RO1 or CF1 qualification

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