At a Glance
- Tasks: Support financial advisers, coach junior staff, and manage client queries 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 strong pension contributions.
- Other info: Genuine career progression opportunities within a well-resourced national group.
- Why this job: Take on real responsibility and make a significant impact in a supportive team.
- 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 employer: Ortus Psr
Join a well-established independent financial planning firm in Warwick, where you will thrive in a supportive and collaborative environment that values your growth. With a focus on developing talent, this role offers the opportunity to take on significant responsibilities while coaching junior staff, all within a dynamic team that benefits from the stability of a larger national group. Enjoy a competitive salary, generous holiday allowance, and the flexibility of hybrid working, making it an excellent choice for those seeking meaningful and rewarding employment.
