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. Key Responsibilities: 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...