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IFA Administrator

  • Salary: £20000 - £24000 per annum
  • Location: Warwick, Warwickshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    30 Jun 2021
  • Job reference: 35331

My client is a leading holistic chartered IFA firm, who has been growing through acquisition over the past 4 years is now looking to appoint a Senior Administrator to join their team in Warwick.


Responsibilities:

  • Liaise closely with Financial Planners to gather all required research for production following review
  • Gather and provide product, platform and fund research
  • Prepare complex research, such as annual and life time allowance, CGT, defined benefit transfers and bond chargeable gains calculations
  • Realigning risk profile
  • Present research
  • Working in a client facing team (three or more advisers), serving HNW clients and assisting with the creation of financial planning report in order to meet the client requirements
  • Draft and co-ordinate technical documents and research for client presentations
  • To develop/ maintain report, email, research note, report writing and communication skills to enable effective communications with the client
  • To undertake work of a project based nature as and when required to do so


The successful candidate will be working within a similar role, with a background of providing support on products and funds. Competitive salary, free car parking and benefits within a progressive firm that is offering career development plans into paraplanning for those looking to move into paraplanning and support towards further qualification.

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