IFA Admin

Description

Are you someone who loves making a real difference behind the scenes? Do you want to be at the heart of a forward-thinking team, helping financial advisers deliver a first‑class service to their clients? If you're a detail-oriented administrator looking for a role where you can grow, learn, and make an impact, this could be the perfect opportunity for you!

This is a forward-thinking financial planning firm that puts clients' life goals at the heart of everything it does. As an IFA Administrator, you'll be right at the centre of the action, delivering a first‑class service, keeping processes running smoothly, and making a real impact on both clients' futures and your own career. It's a place where your skills, diligence, and passion for excellence can flourish and grow.

Benefits:

Competitive salary up to £32,000 (DOE)

31 Days Holiday (Including Bank Holiday)

Holiday entitlement increases with length of service

Location - Edgbaston

Monday to Friday - 35 hours per week

Pension auto-enrolment scheme

Group Life Cover & Income Protection

Hybrid working opportunities

Employee Assistance Programme

Financial Wellbeing Support

Role & Responsibilities:

Process new business applications, ensuring compliance with FCA regulations

Handle client queries, prepare valuations, and maintain accurate client records

Assist with investment, pension, and protection administration

Prepare review packs, performance reports, and compliance documentation

Process fund switches, withdrawals, and provider transactions

Liaise with providers, advisers, and clients to ensure smooth operations

Maintain CRM systems and ensure all client data is up to date

Required Skills & Experience:

At least 2 years of experience in IFA administration

Strong knowledge of investment, pension, and protection products

Excellent organisational skills and attention to detail

Proficiency in financial systems and CRM software

Strong communication and client service skills

Ability to work independently and collaboratively within a team If you're ready to take the next step in your career, apply now

Ad ID: 5416906098