Job Title: IFA Administrator
Industry: Wealth Management
Location: Coventry
Salary: up to £35,000 (salaries negotiable dependent on experience and skill-set)
Job reference: 10309


Job Description:
Are you an organised and proactive individual with experience in financial services administration?
Recruit UK are seeking an IFA Administrator to join a well-established wealth management firm in Coventry.
In this role, you will provide comprehensive administrative support to Financial Advisers, ensuring the smooth delivery of client services. Your responsibilities will include client communication, liaising with providers, assisting with product and fund research, and supporting the preparation of suitability reports and cash flow models.
You will play a key role in managing new business processing from submission through to completion, maintaining accurate client records, and supporting ongoing client servicing, including income withdrawals and review processes. You will also attend client meetings alongside advisers and assist with preparing ongoing review documentation.
This is a varied position that also involves general office duties such as post handling, scanning, and assisting with IT support coordination. It’s an excellent opportunity to develop your skills in a supportive environment, with mentorship from experienced team members.


Benefits:
23 days holiday (plus bank holidays)
Salary up to £35,000 (dependent on skill set, qualifications and experience)
Central Coventry office location with excellent transport links
Friendly and supportive team environment
Opportunity for flexible working post-probation
Mentorship and development from experienced team members
Pension contribution


Skills and experience required:
Previous experience within an IFA or financial services administration role
Strong organisational and communication skills
Ability to manage multiple tasks and deadlines effectively
Attention to detail and commitment to high standards
Proactive and team-oriented approach
Willingness to learn and develop within the role


About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Coventry on an IFA Administrator role.


Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.