IFA Administrator Location: Meriden, CV7 Salary: £25,000 – £30,000 (DOE) Reporting to: Client Services Manager Are you an experienced administrator looking to take the next step in financial services? We’re seeking a highly organised and detail-oriented IFA Administrator / Client Manager to join our client during a key period of growth. The purpose of this role is to support advisers and paraplanners, ensuring exceptional client service What You’ll Be Doing: Preparing client valuations and maintaining records on Intelligent Office Assisting with annual review packs and portfolio rebalancing Processing new business, client withdrawals, and fund switches Managing client queries, including death claims and policy administration Producing suitability reports for ISA withdrawals Ensuring compliance with FCA regulations, TCF principles, and company policies Supporting less experienced team members through training and mentoring What do you need? Experience in an IFA environment (essential) Familiarity with platforms like Intelligent Office Progress towards Diploma in Financial Planning (or with plans to) Why Join? This role offers a supportive team environment with opportunities for development during a key period of business growth. If you’re a motivated administrator with a passion for financial services, we’d love to hear from you Apply now or get in touch for more details