Senior IFA Administrator

Options Resourcing Ltd; United Kingdom; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A respected financial services firm is seeking a Senior IFA Administrator to support Office Managers and Financial Planners. This role involves processing new business, preparing compliance documents, and maintaining accurate client data. The ideal candidate has over 5 years of IFA administration experience, strong knowledge of investments and pensions, and excellent organizational skills. Hybrid work arrangement is available.

Benefits

Salary up to £35,000

31 Days Holiday

Pension auto-enrolment

Group Life Cover & Income Protection

Employee Assistance Programme

Qualifications

• Minimum 5 years' experience in IFA administration.
• Strong knowledge of pensions, investments, and protection.
• Excellent organizational skills and attention to detail.

Responsibilities

• Process new business including investments and pensions.
• Run risk profiles and fund switch reports.
• Liaise with advisers and clients to keep cases on track.

Skills

IFA administration experience

Pensions knowledge

Investments knowledge

Client service focus

Organizational skills

Job description

Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes.

Benefits:

• Salary: Up to £35,000 (DOE)
• 31 Days Holiday (Inclusive of Bank Holidays)
• Holiday entitlement increases with length of service.
• Pension auto-enrolment scheme - Salary sacrifice available
• Group Life Cover & Income Protection
• Company sick pay
• Employee Assistance Programme & Financial Wellbeing Support
• Hybrid: 2 days at home / 3 days in office
• Monday to Friday - 08:30 to 17:00
• Location: Warwick

Role & Responsibilities:

• Process new business (investments, pensions, protection, mortgages)
• Run risk profiles, fund switch reports, and valuations
• Prepare review packs, reports, and compliance documents
• Liaise with advisers, providers, and clients to keep cases on track
• Handle fund switches, withdrawals, and client instructions
• Maintain accurate client data and records
• Support colleagues with training and coaching where needed

Required Skills & Experience:

• Minimum 5 years' IFA administration experience
• Strong pensions, investments, and protection knowledge
• Excellent organisational skills with attention to detail
• Confident communicator with strong client service focus
• Able to manage deadlines, multi-task, and work independently
• Compliance awareness, with solid platform and product knowledge

Apply now to take the next step in your financial services career!

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