Overview
IFA Administrator Jobs in Little Packington, UK at Ellis James Partners Ltd
Location: Little Packington
IFA Administrator
The following information aims to provide potential candidates with a better understanding of the requirements for this role.
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 IFA Administrator / 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: Little Packington, UK
Category: Administrative/Clerical (Office Administrator/ Coordinator, Finance Assistant), Finance & Banking (Office Administrator/ Coordinator, Accounting & Finance, Finance Assistant)
