Overview
IFA Administrator Jobs in Warwickshire, UK at Ellis James Partners Ltd
Location: Warwickshire
IFA Administrator
Location: Meriden, CV7
Salary: £25,000 £ 30,000 (DOE)
Reporting to: Client Services Manager
Are you an experienced administrator looking to take the next step in financial services?
We re seeking a highly organised and detail-oriented IFAAdministrator / Client Services to join our client during a key period of growth.
The purpose of this role is to support advisers and paraplanners, ensuring exceptional client service!
What You ll Be Doing:
Preparing client valuations and maintaining records on Intelligent Office
Assisting with annual review packs and portfolio rebalancing
Processing new business, client withdrawals, and fund switches
Managing client queries, including death claims and policy administration
Producing suitability reports for ISA withdrawals
Ensuring compliance with FCA regulations, TCF principles, and company policies
Supporting less experienced team members through training and mentoring
What do you need?
Experience in an IFA environment (essential)
Familiarity with platforms like Intelligent Office (desirable)
Progress towards Diploma in Financial Planning (or with plans to)
Why Join?
This role offers a supportive team environment with opportunities for development during a key period of business growth.
If you re a motivated administrator with a passion for financial services, we d love to hear from you!
Apply now or get in touch for more details.
Title: IFA Administrator
Company: Ellis James Partners Ltd
Location: Warwickshire, UK
Category: Administrative/Clerical (Office Administrator/ Coordinator, Finance Assistant, Business Administration), Finance & Banking (Office Administrator/ Coordinator, Finance Assistant, Business Administration)
