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IFA Administrator

Posted: 11/06/26
Recruiter:Haydn Fine Recruitment
Reference:3121138207
Type:Permanent
Salary:£31,000 - £36,000 Annual
Location:Coventry
Description:

Senior IFA Administrator - Coventry

A boutique, well-established financial planning firm based in Coventry is looking to appoint an experienced Senior IFA Administrator to join their growing team.

This is an excellent opportunity for an experienced IFA Administrator with at least 2 years' experience within financial planning/wealth management who is looking to join a supportive and highly regarded firm with genuine long-term career prospects.

The business has an excellent reputation locally and offers a collaborative working environment with strong staff retention. I have personally placed both Paraplanners and Advisers into this firm previously, all of whom are still there and very happy.

The Role

You will provide high-quality administrative support to Financial Advisers and Paraplanners, helping to ensure a smooth and efficient client journey across pensions, investments and protection business.

The firm is open to candidates who:

  • Wish to remain within an administration-focused role long term
  • Or are looking to progress into a Paraplanning position over the next 12-24 months

Full support will be provided for career development and professional qualifications.

What's on Offer
  • Salary: £31,000 - £36,000 depending on experience
  • 8% employer pension contribution
  • Private health insurance
  • Free parking
  • Full support towards achieving the Level 4 Diploma qualification
  • Genuine progression opportunities within a supportive environment
Requirements
  • Minimum 2 years' experience within IFA/Financial Planning administration
  • Strong organisational and communication skills
  • Experience supporting advisers within a wealth management environment
  • A proactive and professional approach

If you are an experienced IFA Administrator looking for a firm that genuinely invests in its people and offers excellent long-term prospects, please apply today.

Recruiting now