Leamington Spa
Senior IFA Administrator – Leamington Spa
Benefits
- Holiday – 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.
- GDIS scheme – 2 x salary Life Assurance.
- Health cash plan
- Development and training – Examination and study financial support, internal training and individual development plans
- Employee assistance programme
- Flexible working hours
- Friday early finish – 2pm (non-contractual)
- Bonus scheme – up to 5% of salary payable annually
A leading financial services company is seeking a dedicated and proactive Senior IFA Administrator to join their support team in Leamington Spa. This is a fantastic opportunity to work in a fast-paced environment, supporting a team of fully qualified financial advisers.
Key Responsibilities:
- Collaborate with the Adviser team to ensure a seamless client journey.
- Schedule reviews and handle enquiries to maximise departmental income.
- Ensure efficient and compliant processing of work in coordination with advisers and back-office teams.
Key Knowledge, Skills & Experience:
- Customer-Facing Experience: Essential for success in this role.
- Financial Services Background: Desirable, demonstrating a developed commercial mindset.
- Professional Qualification: Ideally possess relevant qualifications (e.g., R01) or a willingness to work towards them.
Join a dynamic team, contribute to your career development, and support your professional qualifications aspirations. Apply now to be part of a leading financial services organisation!
What’s next?
Apply today to be considered for this Senior IFA administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, ifa admin, PA, client review, client delivery, business support, financial services