Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Coventry
£26000 - £30000 11/06/2026
NJR16776
£26000 - £30000 11/06/2026
NJR16776
DESCRIPTION
IFA Administrator
Location: Meriden
Salary: Up to £30,000
Benefits: 8% Employer Pension Contribution, BUPA Private Healthcare, Free Parking
The Opportunity
Our client is a highly regarded and growing firm of Independent Financial Planners, currently seeking an experienced IFA Administrator to join their successful and expanding team.
This is an excellent opportunity for an organised and proactive individual looking to further their career within a supportive and professional Wealth Management environment. The successful candidate will play a key role in supporting Financial Planners and delivering a first-class service to clients, with opportunities for ongoing training and professional development.
Key Responsibilities
\" Provide comprehensive administrative support to Financial Planners.
\" Act as a key point of contact between Planners, Paraplanners, clients, and product providers.
\" Manage and coordinate adviser diaries, appointments, and client reviews.
\" Maintain accurate and up-to-date client records on back-office systems.
\" Prepare client review packs and post-meeting documentation.
\" Process Letters of Authority and obtain information from providers.
\" Assist with the preparation of Suitability Letters following client meetings.
\" Submit and monitor new business applications through to completion.
\" Process a variety of financial planning transactions, including:
o ISA contributions
o Pension transfers
o Fund switches
o In-house DFM investments
\" Liaise with clients and providers to ensure an efficient and professional service is maintained at all times.
Skills & Experience
\" A minimum of 3 years\' experience within a Financial Planning, Wealth Management, or IFA environment.
\" Strong understanding of pensions, investments, and protection products.
\" Proficient in Microsoft Office applications.
\" Excellent organisational skills with the ability to manage multiple tasks effectively.
\" Strong attention to detail and accuracy.
\" Excellent written and verbal communication skills.
\" A proactive and professional approach to work.
\" Ability to work independently while also contributing positively as part of a team.
Qualifications
\" GCSE English and Maths (Grade C/4 or above).
\" Level 3 Financial Planning qualification (or working towards) would be advantageous, although not essential.
Training & Development
Our client is committed to supporting employee development and can offer:
\" Support towards professional Financial Planning qualifications.
\" Ongoing training and development.
\" Exposure to a wide range of financial planning and wealth management services.
Benefits
\" Competitive salary of up to £30,000, dependent upon experience.
\" 8% employer pension contribution.
\" BUPA private healthcare.
\" Free on-site parking.
\" Supportive and collaborative working environment.
\" Excellent long-term career prospects.
This is a fantastic opportunity for an experienced Financial Planning Administrator seeking a new challenge with a forward-thinking and growing Wealth Management firm.
To apply, please submit your CV to NJR Recruitment quoting reference NJR16776.
Due to the high volume of applications we receive, we may only be able to respond to candidates whose experience closely matches the requirements of the role.
Location: Meriden
Salary: Up to £30,000
Benefits: 8% Employer Pension Contribution, BUPA Private Healthcare, Free Parking
The Opportunity
Our client is a highly regarded and growing firm of Independent Financial Planners, currently seeking an experienced IFA Administrator to join their successful and expanding team.
This is an excellent opportunity for an organised and proactive individual looking to further their career within a supportive and professional Wealth Management environment. The successful candidate will play a key role in supporting Financial Planners and delivering a first-class service to clients, with opportunities for ongoing training and professional development.
Key Responsibilities
\" Provide comprehensive administrative support to Financial Planners.
\" Act as a key point of contact between Planners, Paraplanners, clients, and product providers.
\" Manage and coordinate adviser diaries, appointments, and client reviews.
\" Maintain accurate and up-to-date client records on back-office systems.
\" Prepare client review packs and post-meeting documentation.
\" Process Letters of Authority and obtain information from providers.
\" Assist with the preparation of Suitability Letters following client meetings.
\" Submit and monitor new business applications through to completion.
\" Process a variety of financial planning transactions, including:
o ISA contributions
o Pension transfers
o Fund switches
o In-house DFM investments
\" Liaise with clients and providers to ensure an efficient and professional service is maintained at all times.
Skills & Experience
\" A minimum of 3 years\' experience within a Financial Planning, Wealth Management, or IFA environment.
\" Strong understanding of pensions, investments, and protection products.
\" Proficient in Microsoft Office applications.
\" Excellent organisational skills with the ability to manage multiple tasks effectively.
\" Strong attention to detail and accuracy.
\" Excellent written and verbal communication skills.
\" A proactive and professional approach to work.
\" Ability to work independently while also contributing positively as part of a team.
Qualifications
\" GCSE English and Maths (Grade C/4 or above).
\" Level 3 Financial Planning qualification (or working towards) would be advantageous, although not essential.
Training & Development
Our client is committed to supporting employee development and can offer:
\" Support towards professional Financial Planning qualifications.
\" Ongoing training and development.
\" Exposure to a wide range of financial planning and wealth management services.
Benefits
\" Competitive salary of up to £30,000, dependent upon experience.
\" 8% employer pension contribution.
\" BUPA private healthcare.
\" Free on-site parking.
\" Supportive and collaborative working environment.
\" Excellent long-term career prospects.
This is a fantastic opportunity for an experienced Financial Planning Administrator seeking a new challenge with a forward-thinking and growing Wealth Management firm.
To apply, please submit your CV to NJR Recruitment quoting reference NJR16776.
Due to the high volume of applications we receive, we may only be able to respond to candidates whose experience closely matches the requirements of the role.
Apply Now
