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IDEX Consulting Ltd Logo IDEX Consulting Ltd · -

Senior IFA Administrator

United Kingdom, Warwick 32000.00 - 35000.00 GBP / Year · Job Posted May 03, 2026
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Job Description

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients.

Job Responsibility

  • Processing new business applications across various providers and platforms
  • Preparing valuation reports and performance documentation ahead of client reviews
  • Producing review checklists and coordinating documentation for adviser meetings
  • Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports
  • Running risk profiler results and supporting fund research using FE Analytics
  • Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements
  • Processing fund switches directly with providers or via platforms and tracking progress
  • Preparing bi-annual valuation reports and post-review summaries for clients
  • Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed
  • Maintaining ongoing client communication to keep them informed of progress

Requirements

  • Previous experience within an Independent Financial Adviser (IFA) environment is essential
  • Strong understanding of financial products, platforms, and regulatory requirements
  • High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively
  • Proficient in Microsoft Office and financial systems such as FE Analytics
  • Strong communication skills, both verbal and written
  • A proactive and client-focused approach

What we offer

  • Competitive salary up to £35,000
  • Bonus potential based on performance
  • Hybrid and flexible working options available
  • Free on-site parking
  • Company pension contribution
  • Supportive and collaborative office environment
  • Opportunities for training and career development
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