IFA Administrator

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 Services 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 (desirable)


• 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.