IFA ADMINISTRATOR - WARWICK

Our client is looking for an experienced IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant service to clients. You will manage client files, process new business, and provide administrative support for a range of financial products including investments, pensions, protection, and occasionally mortgages.

 
Key Responsibilities: 

• Collate provider information and client illustrations to support financial recommendations
• Run Risk Profiler results and produce fund switch, valuation, and review reports
• Process new business, withdrawals, and switches in line with compliance standards
• Prepare and maintain suitability reports and supporting client documentation
• Liaise with clients and internal teams to ensure smooth processes and updates
• Maintain accurate records in back-office systems
• Handle general administrative tasks including filing, scanning, post, and calls
   

Skills & Experience: 

• Minimum 2 years’ experience in an IFA Administrator role
• Strong customer service and communication skills
• Team player with ability to plan, prioritise, and multitask
• Professional, adaptable, dependable, and proactive
• Good knowledge of financial products, systems, and processes
   

Benefits:

• Competitive salary up to £30,000
• Pension scheme (employer contribution with salary sacrifice for employees)
• 23 days annual leave plus bank holidays (increasing with service)
• Group life cover, income protection, company sick pay, and Employee Assistance Programme
• Hybrid working: 2 days from home, 3 days in the office

How to Apply:

If this role sounds like a good fit, please submit your CV to sam@artemisrecruitment.co.uk   with a  brief covering note explaining your interest.