Senior IFA Administrator - Hybrid Wealth Planning Support

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

Job summary

A highly regarded Chartered Financial Planning firm in Coventry is seeking an experienced Senior IFA Administrator. In this role, you will support Chartered Financial Planners by managing compliance paperwork, handling new business cases, and assisting with client documentation. The ideal candidate has at least 3 years of experience in financial planning and is proficient in financial software. The position offers hybrid working with options for full-time or part-time hours.

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)

Qualifications

• Minimum of 3 years experience in a financial planning or wealth management firm.
• Strong understanding of compliance requirements.
• Excellent attention to detail with strong numeracy and literacy skills.

Responsibilities

• Assist Paraplanners with research and documentation.
• Ensure compliance paperwork is accurately completed.
• Manage new business and servicing cases through to completion.
• Proactively update Advisers on application progress.

Skills

Attention to detail

Numeracy skills

Literacy skills

Proficiency in Microsoft Office

Understanding of financial planning products

Education

RO1 or CF1 qualifications (or working towards)

Tools

Financial planning software systems

Job description

A highly regarded Chartered Financial Planning firm in Coventry is seeking an experienced Senior IFA Administrator. In this role, you will support Chartered Financial Planners by managing compliance paperwork, handling new business cases, and assisting with client documentation. The ideal candidate has at least 3 years of experience in financial planning and is proficient in financial software. The position offers hybrid working with options for full-time or part-time hours.