Ortus PSR Ltd.
Warwick, Warwickshire
Senior IFA Administrator (Senior Client Services) 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 With 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
Senior IFA Administrator (Senior Client Services) 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 With 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