Senior IFA Administrator - Financial Planning

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