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Senior IFA Administrator – Financial Planning
Location: Warwick
Salary: Up to £35,000 DOE Benefits
Full-Time | Permanent
NJR Recruitment is delighted to be representing a highly respected and growing financial planning firm, now seeking an experienced Senior IFA Administrator to join their Warwick office.
This is a varied and rewarding role where you’ll be supporting Office Managers and Financial Planners in delivering a high-quality, compliant service to clients. You’ll also act as a role model to the administration team, sharing expertise and helping to develop others.
Key Responsibilities
- Prepare valuation reports, performance documentation, and adviser review packs
- Process new business and ensure all compliance documentation is in place
- Liaise with providers to obtain policy information, illustrations, and valuations
- Manage client instructions, withdrawals, and fund switches in line with FCA and MiFID II requirements
- Maintain accurate client records on the back-office system
- Provide post-review summaries to clients and keep them updated on progress
- Support complex cases across investments, pensions, protection, and mortgages
- Assist with research and prepare fund switch reports using FE Analytics
- Mentor and coach junior administrators to ensure consistent quality
What We’re Looking For
- Minimum of 5 years’ experience as an IFA Administrator
- Proven ability to handle complex client work and high-profile cases
- Excellent communication and relationship management skills
- Strong technical knowledge of financial products and compliance requirements
- Proficient in back-office systems and Microsoft Office
- Exceptional attention to detail and organisational skills
What’s on Offer
- Salary up to £35,000 DOE
- 3% employer pension contribution
- 23 days holiday bank holidays (rising with service)
- Life cover (4x salary), income protection, company sick pay
- Employee Assistance Programme & financial wellbeing support
- Hybrid working – up to 2 days WFH
Apply Now
If you are a skilled financial planning administrator ready to take on a senior role in a supportive and forward-thinking business, we’d love to hear from you. Apply today
NJR15961
