Senior IFA Administrator

WhereWarwickWhatAdministrationTypePermanentSalary35000 AnnualJob Title: SeniorIFA AdministratorIndustry: Financial Planning / Financial ServicesLocations: Warwick, EdgbastonSalary: Up to £35,000 (dependent on experience)Job ref: 10083Job Description:Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Independent Financial Advice firm operating across the West Midlands.The purpose of this role is to provide high-quality administrative and client support to Office Managers and Financial Planners, ensuring an efficient, compliant, and professional service is delivered at all times. You will play a key role in maintaining excellent client experience by supporting advisers with reviews, new business processing, valuations, and ongoing client servicing.This position requires strong attention to detail, excellent organisational skills, and a good understanding of financial services processes, particularly within investments, pensions, and protection.Key Responsibilities:Prepare valuation and performance reports for client review meetingsProcessing New BusinessCompile review checklists and supporting documentation for adviser appointmentsObtaining provider information (LOA) and collating these together with relevantclient specific illustrations Maintain accurate client records by updating back-office systemsLiaise with clients and assist with queriesGeneral office administration including filing, scanning, post handling, and answering callsWhat's in it for you?Salary up to £35,000 depending on experienceAuto enrolment pension23 days annual leave plus bank holidaysGroup Life coverIncome protectionCompany sick payEmployee Assistance ProgrammeFinancial wellbeing supportHybrid working post probationSkills and Experience Required:Minimum of 4 years' experience (or equivalent) as an Administrator within an Independent Financial Advice practiceProven experience within Financial Services and working with complex clientsStrong organisational skills with the ability to plan and prioritise effectivelyAbout Recruit UK:As specialists in financial services recruitment, Recruit UK bring unique expertise, insight, and connections across the financial planning market. With a network of over 100,000 financial services professionals, we help candidates and firms find the right long-term fit.Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in the West Midlands on an Senior IFA Administrator role.Our commitment to you:Start every journey with an in-depth conversationProvide honest feedback on your position in the job marketUse our extensive network to match you to the right opportunityTake a holistic approach - career happiness is about more than salaryUK-wide coverage with a strong local presenceNever pester you