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 platformsPreparing valuation reports and performance documentation ahead of client reviewsProducing review checklists and coordinating documentation for adviser meetingsGathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reportsRunning risk profiler results and supporting fund research using FE AnalyticsAssisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirementsProcessing fund switches directly with providers or via platforms and tracking progressPreparing bi-annual valuation reports and post-review summaries for clientsHandling client withdrawal instructions and ensuring proper written consent and authentication procedures are followedMaintaining ongoing client communication to keep them informed of progressCandidate Requirements:Previous experience within an Independent Financial Adviser (IFA) environment is essentialStrong understanding of financial products, platforms, and regulatory requirementsHigh attention to detail, excellent