IFA Administrator

Description

IFA Administrator - Financial ServicesLocation: Birmingham (Hybrid Working Available)Salary: Competitive, depending on experience, up to around GBP32,000 plus benefitsJob Type: Full-time, Permanent

A well-established and expanding national wealth and investment management firm based in Birmingham is looking for an experienced IFA Administrator to join their professional and client-focused team. This is an excellent opportunity for someone with a background in financial planning administration who is looking to develop their career within a highly respected firm working with high-net-worth clients and top-tier resources.

About the Role:As an IFA Administrator, you'll provide essential administrative support to Financial Planners, helping to ensure a seamless and high-quality service for clients. You'll be responsible for preparing key documentation, liaising with providers, supporting client meetings, and ensuring that all processes meet regulatory and internal standards.

Key Responsibilities:

Support Financial Planners with day-to-day administrative tasks

Maintain and update client records across internal systems

Communicate with clients and third-party providers to gather required information

Prepare valuations, meeting packs, and client documentation

Assist with new business processing, including AML checks and account setups

Promote and support the use of digital tools and client portals

Flag any risks or compliance issues in line with company procedures

About You:

At least 1 years' experience in a financial services administrative role. Ideally 2 Years'+

Strong organisational skills and attention to detail

Professional communication skills, both written and verbal

Ability to manage multiple tasks and meet deadlines

Confident with Microsoft Office and financial back-office systems

Motivated to pursue further qualifications - full support provided for the Diploma in Financial Planning - Not essential

Benefits Include:

Private Medical Insurance

Group Life Assurance (4x salary)

Group Income Protection

Employer-contributed Pension Scheme

Generous holiday allowance with the option to buy more days

Fully funded professional development including exams, memberships, and study materials

Cycle to Work Scheme & Season Ticket Loan

Health Cash Plan, Gym Discounts, Will Writing, and more

Annual discretionary bonus

This is a fantastic opportunity to join a progressive and supportive firm that genuinely values career development. If you're ready to take the next step in your financial services career, apply now with your CV

Ad ID: 5417315425