IFA AdministratorLocation: Sutton ColdfieldSalary: Up to £32,000 + Company BenefitsWorking Pattern: Full-time, Monday-FridayHybrid Working: Up to 2 days per week from home after probationCompany: Chartered Firm of Financial Planners

Are you an experienced IFA Administrator looking to join a supportive, professional, and well-established financial planning firm? Our client, a small and highly reputable chartered practice based in Sutton Coldfield, is seeking a dedicated IFA Administrator to join their growing team.

As an IFA Administrator, you will play a key role in supporting the firm’s Financial Planners and Paraplanners, ensuring the smooth delivery of high-quality financial advice to clients. This is a varied and fast-paced administrative role within a friendly and collaborative office environment.

• Provide comprehensive administrative support to the Financial Planners

• Prepare and process new business applications across pensions, investments, and protection

• Maintain and update client records and back-office systems

• Liaise with clients, providers, and colleagues to ensure timely progression of cases

• Prepare documents, valuations, and reports as required

• Support the wider team with general office administration

• Previous experience in an IFA/financial planning administration role is essential

• Strong knowledge of pensions, investments, and protection products

• Confident communication skills and a client-focused approach

• High level of organisational ability and attention to detail

• Comfortable working both independently and as part of a small team

• Experience with industry systems (e.g., Intelligent Office) is advantageous

• Salary up to £32,000, depending on experience

• Company benefits package

• Hybrid working - up to 2 days a week from home following probation

• A supportive, chartered environment with a focus on professional development

• The chance to join a close-knit team where your contribution is truly valued

If you’re an experienced IFA Administrator looking for your next step with a high-quality firm, we’d love to hear from you.