IFA Administrator

Cofton Hackett (B45) then moving to Bromsgrove

Salary: £26,000-£30,000 per annum (dependent on experience and qualifications) 

An exciting opportunity has arisen for a motivated and detail-oriented IFA Administrator to join a growing and forward-thinking financial services business. This role offers excellent exposure to a wide range of administrative and technical responsibilities, supporting financial advisers in delivering high-quality service to clients.

This is an ideal position for someone looking to build a long-term career within financial services, with training, development, and exam support provided.

IFA Administrator Key Responsibilities

Booking annual client reviews via telephone, email, and post, with consistent follow-up
Preparing annual review packs, including valuations, fund factsheets, and compliance documents
Managing the end-to-end annual review process and maintaining accurate records for reporting
Handling day-to-day enquiries from clients and providers
Obtaining relevant information from product providers
Making outbound calls and managing inbound communications
Preparing for client meetings, including quotes, valuations, and supporting documentation
Submitting applications and documentation to providers
Inputting new business into back-office systems in line with procedures
Processing fund switches as instructed by clients
Assisting with report writing

The successful IFA Administrator will have the following skills and experience

Self-motivated and highly organised
Client-focused with a professional approach
Proactive, positive, and an excellent communicator
Confident on the telephone with strong rapport-building skills
Proficient in Microsoft Office and general computer systems
Highly accurate with strong attention to detail
Able to multitask and meet deadlines independently
A strong team player with a commitment to high standards
Discreet and trustworthy when handling confidential information
Experienced in administration (minimum 12 months preferred)

In return you can expect to receive a :-

Competitive salary with bonus scheme
Company pension
Private medical insurance (after probation)
Financial services exam support
Structured working hours (37.5 hours per week)
Monday to Friday schedule - no weekend work, office based role
Opportunity to train, develop, and grow within a supportive team environment
If you are looking to develop your career in financial services within a supportive and ambitious environment, this could be the perfect opportunity for you. If you think you have the skills and experience that my client is looking for then click APPLY with your updated CV