Job Description

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients.
Key Responsibilities:

• Processing new business applications across various providers and platforms
• Preparing valuation reports and performance documentation ahead of client reviews
• Producing review checklists and coordinating documentation for adviser meetings
• Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports
• Running risk profiler results and supporting fund research using FE Analytics
• Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements
• Processing fund switches directly with providers or via platforms and tracking progress
• Preparing bi-annual valuation reports and post-review summaries for clients
• Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed
• Maintaining ongoing client communication to keep them informed of progress

Candidate Requirements:

• Previous experience within an Independent Financial Adviser (IFA) environment is essential
• Strong understanding of financial products, platforms, and regulatory requirements
• High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively
• Proficient in Microsoft Office and financial systems such as FE Analytics
• Strong communication skills, both verbal and written
• A proactive and client-focused approach

Benefits:

• Competitive salary up to 35,000
• Bonus potential based on performance
• Hybrid and flexible working options available
• Free on-site parking
• Company pension contribution
• Supportive and collaborative office environment
• Opportunities for training and career development

This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you're looking to take the next step in your financial services career, we'd love to hear from you.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Skills Required