IFA Administrator

Location: Stourbridge, West Midlands (Office-based)

Salary: £25,000 – £27,500 (DOE)

Hours: Monday–Friday, 9:00am–5:00pm

Job Type: Full-time, Permanent

We are recruiting for an organised and proactive IFA Administrator to join a supportive and experienced financial planning team. This is an excellent opportunity for someone with strong administrative skills who is looking to develop their career within a professional, client-focused environment.

You will play a key role in supporting a team of Independent Financial Advisers, ensuring clients receive a seamless and compliant service.

Role Overview

Reporting to the Senior Paraplanner, you will work as part of the IFA support team to provide high-quality administrative support across ongoing client advice, documentation, and back-office processes.

What’s on Offer

• Competitive salary: £25,000–£27,500
• Additional leave
• Company pension
• Sick pay
• Free parking
• Financial planning services
• Supportive, collaborative team atmosphere
• Opportunity to develop within a professional, fast-paced environment

Key Responsibilities

Administration & Client Support

• Maintain accurate and compliant client records within the back-office system
• Assist with general administrative duties including emails, post, filing, scanning, letter writing and data entry
• Handle client follow-ups and general enquiries
• Prepare compliant annual review packs for advisers
• Produce valuations for client meetings using various provider platforms
• Prepare initial meeting packs for new client appointments
• Support with Letters of Authority and manage incoming calls

Systems & Provider Liaison

• Learn and use multiple back-office and provider systems
• Liaise with product providers to obtain required information
• Update internal databases and workflows accurately

Personal Development

• Commit to continuous professional development
• Maintain up-to-date knowledge and supporting CPD records

What You Bring

• Minimum 2 years’ experience in an administrative role
• Financial services experience preferred, but not essential
• Excellent communication and interpersonal skills
• Strong organisational and time-management abilities
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Ability to multitask and prioritise effectively
• A positive, professional and proactive attitude

If you're an organised, motivated administrator looking to build a long-term career within the financial planning sector, we want to hear from you.

Apply today via NJR Recruitment quoting Ref: NJR-16288