At a Glance
- Tasks: Support financial advisers and coach junior administrators in a dynamic environment.
- Company: Established independent financial planning firm with a collaborative culture.
- Benefits: Up to £35,000 salary, hybrid work, generous holiday, and pension contributions.
- Other info: Join a supportive team with excellent career progression opportunities.
- Why this job: Take on real responsibility and make a significant impact in client services.
- Qualifications: Experience in IFA administration and strong product knowledge required.
The predicted salary is between 35000 - 35000 £ per year.
Location: Warwick | Salary: Up to £35,000 DOE | Hybrid: 2 days from home, 3 in office
Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility — supporting financial advisers and planners while coaching and developing more junior administrators.
The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products — investments, pensions, transfers, protection and mortgages — and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp.
As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step — the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group.
The role
- Reporting to the Client Service Managers and advisers, the successful candidate will:
- Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform
- Ensure all compliance documents are in place before submission, in line with the firm's New Business Process
- Prepare valuation reports, review packs and Post Review Summary reports for client meetings
- Run Risk Profiler and FE Analytics fund switch reports, processing switches
- Handle withdrawal instructions, client queries and back-office record accuracy
- Coach colleagues, deliver training and help the wider team prioritise workload
About the candidate
- The ideal applicant will have:
- Experience as an administrator within an IFA or wealth management firm
- Confidence across multiple products and platforms
- A natural ability to support junior staff through coaching and training
- Strong product knowledge and a clear grasp of conduct rules and compliance requirements
- Exceptional attention to detail, strong organisation, and composure under competing deadlines
Salary and benefits
- Salary up to £35,000 depending on experience
- Pension: 3% employer contribution with salary sacrifice
- 23 days holiday plus bank holidays, rising to 25 with service
- Group life cover at 4x salary, income protection and company sick pay (post-probation)
- Employee Assistance Programme and financial wellbeing support
- Hybrid working: up to 2 days from home each week
IFA Client Administrator in Warwick employer: Ortus PSR Ltd.
Join a well-established independent financial planning firm in Warwick, where you will thrive in a supportive and collaborative work culture that values employee development. With a focus on genuine independence and a diverse range of products, this role offers not only competitive salary and benefits but also the opportunity to take on significant responsibilities while coaching junior staff. Enjoy the perfect blend of local team camaraderie and the stability of a national group, making it an excellent place for meaningful career growth.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Client Administrator in Warwick
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus PSR Ltd.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Client Administrator in Warwick
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus PSR Ltd..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus PSR Ltd.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus PSR Ltd.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus PSR Ltd..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus PSR Ltd. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus PSR Ltd. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
