IFA Admin

Description

IFA Administrator / Support - Full-Time, PermanentLocation: StourbridgeHours: Monday-Friday, 9:00am-5:00pmSalary: GBP25,000 - GBP27,500 per annumDepartment: IFA Support TeamReports to: Senior ParaplannerAbout the RoleWe are seeking an organised and proactive IFA Administrator / Support to join our friendly and professional team in Stourbridge. As a key member of the IFA support team, you will play a vital role in providing high-quality administrative support to our team of seven Independent Financial Advisers (IFAs), ensuring smooth day-to-day operations and excellent client service.This is an exciting opportunity for someone with strong administrative experience who enjoys working in a collaborative, fast-paced environment.Key Responsibilities Maintain accurate and compliant client records in back-office systems.Provide comprehensive administrative support, including handling emails, post, filing, scanning, data entry, and letter writing.Liaise directly with clients and third parties, ensuring all communications are professional and timely.Direct client and internal inquiries to the appropriate team member.Prepare documentation for IFAs to conduct compliant annual reviews.Produce initial meeting packs for clients' first appointments.Assist the receptionist with processing Letters of Authority.Manage incoming calls and ensure all client queries are handled efficiently.Use and update the firm's back-office system and learn to operate additional software as required.Liaise with product providers and other third parties to obtain required information.Commit to continuous personal development, maintaining up-to-date knowledge and records. What You Bring Minimum 2 years' experience in administration or a similar role (essential)Experience in Financial Services (preferred but not essential)Excellent communication and interpersonal skillsStrong organisational and time management abilitiesProficient in Microsoft Office Suite (Word, Excel, Outlook)Ability to multi-task, prioritise effectively, and work under pressureA positive attitude and professional demeanour What We Offer Opportunity to work in a supportive, fast-paced, and positive environmentBe part of a collaborative and friendly teamCompetitive salary packageCompany pensionCompany sick payGenerous holiday allowance Job Types: Full-time, PermanentExperience: Administrative: 2 years (preferred)Work Location: In person - Stourbridge

Ad ID: 5417352879