SENIOR IFA ADMINISTRATOR - WARWICK

We are looking for an experienced Senior IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant, and efficient service to clients. You will play a key role in managing client files, new business processes, and administrative support for complex cases.

 
Key Responsibilities: 

• Collate provider information and client illustrations to support financial planning recommendations
• Run Risk Profiler results and produce fund switch and valuation reports
• Process new business, withdrawals, and switches in line with compliance standards
• Prepare suitability reports, client reviews, and associated documentation
• Maintain accurate client records in back-office systems
• Liaise with clients and internal teams to ensure smooth processes and updates
• Support compliance and regulatory requirements
• Coach and train colleagues, assisting with workflow and task management
• Handle general administrative tasks (filing, scanning, post, calls, etc.)

Skills & Experience:

• 5+ years’ experience as an Administrator in an IFA environment
• Experience supporting high-profile and complex clients
• Strong customer service and relationship-building skills
• Confident communicator, able to motivate and support colleagues
• Excellent time management, organisation, and multitasking abilities
• Exceptional attention to detail and accuracy
• Knowledge of financial products, systems, and compliance requirements
• Professional, dependable, adaptable, and proactive
   

Benefits:

• Competitive salary up to £35,000
• 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: up to 2 days from home and 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 and a brief covering note explaining your interest.