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Open nowFirst seen 4 days ago

Senior IFA Administrator

RGH-Global Limited607 open roles

Where
Coventry, United Kingdom
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Your applicationOpen nowSenior IFA AdministratorRGH-Global Limited · Coventry, United Kingdom

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on RGH-Global Limited's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

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 update Advisers on any issues or delays.
  • Action servicing requests and changes to clients investments.
  • Prepare client portfolio valuations and review packs.
  • Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases.

Requirements

  • Minimum of 3 years experience within an independent financial planning or wealth management firm.
  • Strong understanding of financial planning products, processes, and compliance requirements.
  • Ideally hold RO1 or CF1, or be working towards equivalent qualifications.
  • Excellent attention to detail with strong numeracy and literacy skills.
  • Proficient in Microsoft Office and financial planning software systems.

We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients.

Benefits

  • 4x life assurance
  • Critical illness cover (2x)
  • Employee Assistance Programme
  • Health Cash Plan
  • 5% employer pension contribution
  • Discretionary annual bonus
  • 22 days holiday plus bank holidays (option to purchase an additional 5 days)
  • Hybrid working
  • Both full-time or part-time hours considered
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