What you'd be doing
As an IFA Administrator, you will provide comprehensive support to busy financial advisers and act as the core link between paraplanning, advisers, and clients. The role exists to manage review documentation, submit business smoothly across investment platforms and in-house discretionary fund management services, and maintain high standards of client service.
Your day to day
- Coordinate client review packs and manage adviser meeting preparation.
- Process new business and letters of authority across multiple investment platforms.
- Manage and update adviser diaries, handling ongoing client queries directly.
- Draft core suitability correspondence and complete post-meeting administration.
- Liaise with product providers to track and expedite case progression.
IFA Administrator Requirements
- Proven administrative experience within an IFA or financial planning practice (Essential).
- Solid technical knowledge of pensions, investments, and life protection products (Essential).
- Strong track record managing platform processing, letters of authority, and provider liaison (Essential).
- Experience drafting client suitability letters and review packs (Desirable).
- Industry qualifications or desire to study towards professional financial planning exams (Desirable).
The culture explained
Join an established, values-driven wealth management practice that focuses entirely on client outcomes over sales targets. The working environment fosters team collaboration, listens to employee ideas, and provides full backing for ongoing professional development.
IFA Administrator Benefits
- Salary of £25,000 to £30,000 depending on experience
- employer pension contribution
- Full financial support towards industry professional qualifications
- Office-based initially with future flexible working opportunities
- Free on-site car parking
What happens next
Your application comes directly to Premier Jobs UK, not the employer. Our team reviews every application and responds to every candidate personally. If your profile fits, we will arrange a direct introductory conversation to discuss what you are looking for, and nothing is ever sent to our client without your agreement.
Liability and disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
IFA Administrator in Coventry employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
