Are you an experienced IFA Administrator looking for your next challenge? Do you want to work for a company that truly values you? If so, look no further!
An excellent opportunity for an experienced IFA Administrator to join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service.
Benefits:
Competitive salary up to £32,000 (DOE)
31 Days Holiday (Including Bank Holiday)
Holiday entitlement increases with length of service
Location - Warwick
Monday to Friday - 35 hours per week
Pension auto-enrolment scheme
Group Life Cover & Income Protection
Hybrid working opportunities
Employee Assistance Programme
Financial Wellbeing Support
Role & Responsibilities:
Process new business applications, ensuring compliance with FCA regulations
Handle client queries, prepare valuations, and maintain accurate client records
Assist with investment, pension, and protection administration
Prepare review packs, performance reports, and compliance documentation
Process fund switches, withdrawals, and provider transactions
Liaise with providers, advisers, and clients to ensure smooth operations
Maintain CRM systems and ensure all client data is up to date Required Skills & Experience:
At least 2 years of experience in IFA administration
Strong knowledge of investment, pension, and protection products
Excellent organisational skills and attention to detail
Proficiency in financial systems and CRM s...