Senior IFA Administrator — Hybrid Role + Bonus

RGH-Global Ltd; Coventry; Hybrid; 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

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.

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.

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

Job description

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.