IFA Administrator

IFA Administrator

Leamington Spa – On-site (Hybrid after probation)

Our client is a nationwide financial planning business dedicated to helping individuals achieve their financial goals through clear, tailored advice. With a strong people-first approach, they combine expert guidance with innovative tools to simplify complex decisions and deliver a truly personalised client experience.

We are now looking for a IFA Administrator to support the delivery of a high-quality, efficient, and client-focused service.

What you’ll do:

\n
• Act as a key point of contact, providing a professional and personable service to clients
\n
• Support Financial Planners with the delivery of tailored financial advice
\n
• Manage client administration including documentation, valuations, and new business processing
\n
• Coordinate meetings, manage diaries, and maintain accurate client records
\n
• Contribute to a collaborative team focused on delivering exceptional client outcomes
\n

Why our client’s team?

\n
• Join a forward-thinking organisation with a strong reputation in financial planning
\n
• Work within a supportive, collaborative, and professional environment
\n
• Be part of a growing business with a clear vision and focus on client experience
\n
• Opportunity to develop your career within financial services
\n

What you’ll bring:

\n
• \n

  Experience within a client-focused or administrative role (financial services is preferred)

\n
• Strong organisational skills with the ability to manage multiple priorities
\n
• Excellent communication skills and professional telephone manner
\n
• High attention to detail and commitment to delivering quality service
\n
• Positive, proactive approach and team-oriented mindset
\n

What’s On Offer:

\n
• \n

  Competitive salary and annual bonus based on performance

\n
• Hybrid working after probation
\n
• Generous holiday allowance + bank holidays
\n
• \n

  Ongoing training, development, and career progression opportunities

\n

How to Apply

Please submit your CV and a short supporting statement outlining your suitability for the role. Applications will be reviewed on a rolling basis.