Senior ifa administrator financial planning Work, Jobs in Tile Hill, War (with Salaries)

Senior IFA Administrator - Financial Planning
Warwick Nub News —Warwick
- Up to £35,000 a year
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
6d
Financial Planning Office Manager
Rothesay Bennett Financial Planning —Coventry
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
5d
Senior IFA Administrator
Willday Wealth Management —Leicester
- £32,000 - £36,000 a year
- Full-time
- CRM software
- English
- Microsoft Office
- Gym membership
Quick apply
1d

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Senior IFA Administrator - Financial Planning

Warwick Nub News
Warwick

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Job details

Permanent
Up to £35,000 a year
6 days ago

Benefits

Annual leave
Company pension
Employee assistance programme
Sick pay

Qualifications

Financial planning
Pension
Microsoft Office
Organisational skills
Communication skills

Full job description

Where

Warwick

What

Administration

Type

Permanent

Salary

35000 Annual

Senior IFA Administrator - Financial Planning

Warwick Up to £35,000 DOE + Excellent Benefits Hybrid Working

NJR Recruitment is delighted to be partnering with a highly regarded and expanding Financial Planning firm in Warwick, seeking an experienced Senior IFA Administrator to join their successful and growing team.

This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment.

Working closely with Financial Planners and Office Managers, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team.

If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career.

Benefits

Salary up to £35,000 depending on experience
Hybrid working with up to 2 days working from home
23 days annual leave plus bank holidays, increasing with length of service
3% employer pension contribution
Life assurance at 4x salary
Income protection cover
Company sick pay scheme
Employee Assistance Programme
Financial wellbeing support and additional employee benefits

The Opportunity

As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey.

Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence.

Key Responsibilities

Preparing client review packs, valuation reports, and performance documentation
Processing new business submissions and ensuring all compliance requirements are met
Liaising with providers to obtain policy information, valuations, and illustrations
Managing client servicing activities, including withdrawals, fund switches, and policy amendments
Maintaining accurate and up-to-date client records using the firm's back-office systems
Preparing post-review correspondence and keeping clients informed throughout the advice process
Supporting Financial Planners with complex investment, pension, protection, and mortgage cases
Producing fund switch reports and assisting with research using FE Analytics
Coaching and supporting junior administrators to encourage development and best practice

About You

The successful candidate will possess:

A minimum of 5 years' experience within an IFA/Financial Planning administration role
Strong technical knowledge of pensions, investments, protection, and financial planning processes
A thorough understanding of FCA regulatory requirements and industry best practice
Experience supporting complex and high-value client cases
Excellent organisational skills with a meticulous attention to detail
Strong communication and relationship-building abilities
Proficiency with financial planning back-office systems and Microsoft Office applications

If you are an experienced IFA Administrator looking to join a well-established and growing Financial Planning firm that values its people and offers genuine long-term career prospects, we'd love to hear from you.

For a confidential discussion or to apply, please contact NJR quoting NJR16803

Apply Now

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