IFA Administrator

Description

IFA Administrator - Bromsgrove

Salary: Up to GBP30,000 (DOE) + benefits + bonus

A successful and growing Wealth Management and Financial Planning firm in Bromsgrove is seeking an experienced IFA Administrator / Financial Services Administrator to join their friendly team. This is a fantastic opportunity for someone with experience in the financial advice sector to progress their career in a supportive and professional environment.

Key ResponsibilitiesProvide day-to-day administrative support to Financial Advisers and ParaplannersProcess new business applications across pensions, investments, protection, and savings productsPrepare client valuations, review packs, and reportsMaintain and update client records on back-office systemsLiaise with product providers and clients to obtain policy information and documentationEnsure compliance requirements are met and processes are followed accuratelySupport advisers with diary management and client meeting preparationCandidate RequirementsPrevious experience as an IFA Administrator, Wealth Management Administrator, or Financial Services AdministratorKnowledge of financial products (pensions, investments, ISAs, protection) and platformsExcellent administration and organisational skills with strong attention to detailConfident communication skills, both written and verbalA proactive and client-focused approachExperience using industry software (e.g. Intelligent Office, Xplan, or similar) would be an advantageBenefits & PackageSalary up to GBP30,000 (negotiable depending on experience)Discretionary annual bonus schemeComprehensive company benefits packageFriendly and collaborative team cultureOpportunities for professional development and progression (including support with financial services qualifications)Location: Bromsgrove - office based with some flexibility available

This role would suit an IFA Administrator, Financial Services Administrator, Adviser Support, Wealth Management Administrator, or Financial Planning Administrator looking to take the next step in their career.

Ad ID: 5417315681