Job Description
Senior IFA Administrator
This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice.
As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.
Key Responsibilities
Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters.
Ensure all compliance paperwork is accurately completed and maintained.
Prepare application forms and supporting documents for the advice process.
Process and manage new business and servicing cases, including more complex transactions, through to completion.
Monitor the progress of applications and proactively update Advisers on any issues or delays.
Action servicing requests and changes to clients investments.
Prepare client portfolio valuations and review packs.
Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases.
Requirements
Minimum of 3 years experience within an independent financial planning or wealth management firm.
Strong understanding of financial planning products, processes, and compliance requirements.
Ideally hold RO1 or CF1, or be working towards equivalent qualifications.
Excellent attention to detail with strong numeracy and literacy skills.
Proficient in Microsoft Office and financial planning software systems.
We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients.
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)
Hybrid working
Both full-time or part-time hours considered
This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice.
As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.
Key Responsibilities
Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters.
Ensure all compliance paperwork is accurately completed and maintained.
Prepare application forms and supporting documents for the advice process.
Process and manage new business and servicing cases, including more complex transactions, through to completion.
Monitor the progress of applications and proactively update Advisers on any issues or delays.
Action servicing requests and changes to clients investments.
Prepare client portfolio valuations and review packs.
Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases.
Requirements
Minimum of 3 years experience within an independent financial planning or wealth management firm.
Strong understanding of financial planning products, processes, and compliance requirements.
Ideally hold RO1 or CF1, or be working towards equivalent qualifications.
Excellent attention to detail with strong numeracy and literacy skills.
Proficient in Microsoft Office and financial planning software systems.
We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients.
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)
Hybrid working
Both full-time or part-time hours considered
💡 Quick Summary
Seeking a career-building opportunity? The Senior IFA Administrator position is now open for candidates interested in the Accountant Jobs sector. This role in Coventry offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
