IFA Admin

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

Location: West Midlands, GB

Posted Date: 7/14/2025