Job Description

This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support.
As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly.
In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit.
The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow.
IFA Administrator Requirements

• Essential experience as an Administrator within a financial planning or IFA firm
• Strong understanding of financial planning processes and adviser workflows
• Confidence dealing directly with clients by phone, email and online portals
• Experience preparing meeting packs and processing new business
• Desirable exposure to financial planning software such as Curo or Dynamic Planner

The Company
This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success.
IFA Administrator Benefits

• Salary of £28,000 to £32,000 depending on experience
• Comprehensive benefits package including pension, protection and healthcare benefits
• Hybrid working once signed off as competent
• 37.5 hour working week
• Clear career progression and tailored development plans

Location
Leamington Spa. You should be able to attend the office as required under the hybrid working model.
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