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