IFA Administrator
Job Title: IFA Administrator
Industry: Financial Advice
Location: Warwick
Salary: £26,000 - £30,000
Reference Number: 10082
Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond.
As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients.
Responsibilities
- Processing new business applications and liaising with providers to ensure timely completion
- Prepare client appointment packs and manage adviser diaries
- Ensure all documentation meets FCA regulatory standards
- Gather data for cash flow modelling and portfolio analysis
- Salary up to £30,000 depending on experience
- Auto enrolment pension
- 23 days annual leave plus bank holidays
- Group Life cover
- Income protection
- Company sick pay
- Employee Assistance Programme
- Financial wellbeing support
- Hybrid working post probation
- Minimum of 2 years’ experience (or equivalent) as an Administrator within an Independent Financial Adviser
- Proven experience within Financial Services
- Strong organisational skills with the ability to plan and prioritise effectively
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
This listing is from reed. View original listing ↗