Senior IFA Administrator (Hybrid) — Growth & Compliance

IDEX Consulting; Warwick; On-site; GBP 27,000 - 32,000; Full time

Job summary

A reputable financial planning firm in Warwick is looking for an experienced Senior IFA Administrator. In this key support role, you will work closely with the Office Manager and Financial Planners to deliver a high-quality and compliant service. The ideal candidate will have prior experience in IFA settings, excellent organizational skills, and a client-focused approach. This position offers competitive salary, hybrid options, and opportunities for career development.

Benefits

Competitive salary up to £32,000

Bonus potential

Hybrid and flexible working options

Free on-site parking

Company pension contribution

Supportive office environment

Opportunities for training and development

Qualifications

• Must have prior experience in an IFA setting.
• Must understand financial platforms and regulations.
• Capability to prioritize workloads effectively.

Responsibilities

• Process new business applications across various providers.
• Prepare valuation reports ahead of client reviews.
• Assist in preparing fund switch reports ensuring compliance.

Skills

Previous experience within an Independent Financial Adviser (IFA) environment

Strong understanding of financial products

High attention to detail

Excellent organisational skills

Proficient in Microsoft Office

Strong communication skills

Client-focused approach

Tools

FE Analytics

Job description

A reputable financial planning firm in Warwick is looking for an experienced Senior IFA Administrator. In this key support role, you will work closely with the Office Manager and Financial Planners to deliver a high-quality and compliant service. The ideal candidate will have prior experience in IFA settings, excellent organizational skills, and a client-focused approach. This position offers competitive salary, hybrid options, and opportunities for career development.