IFA Admin
Salary: £26000.00 - £32000 per annum
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 center 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!
Job Reference: HQ00176177_1750250143
Salary: £26000.00 - £32000 per annum
Salary per: Annum
Job Duration:
Job Start Date:
Job Type: Permanent
Job Location: Edgbaston, West Midlands
Job Industry: Construction White Collar and Freelance
