Location
coventry
Job Type
Full-time
Posted
June 30, 2026
Job Description
Overview
Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.
Key Responsibilities
- Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters.
- Ensure all compliance paperwork is accurately completed and maintained.
- Prepare application forms and supporting documents for the advice process.
- Process and manage new business and servicing cases, including more complex transactions, through to completion.
- Monitor the progress of applications and proactively upd...