IFA Administrator

Birmingham

Office-based role

Up to £30k

This role is well-suited to an IFA Administrator who is looking to develop their career within a well-established financial advisory firm. Salary up to £30k.

The Business

This is a well-established independent financial advisory practice providing expert financial planning services. The firm is directly authorised, with a strong presence in the area. They have been in operation for over 25 years and looking for additional support within the team.

The Role

As an IFA Administrator, you will provide administrative and client support to financial advisers, ensuring smooth and efficient service delivery.

Your responsibilities will include:

• Preparing client files for annual reviews.
• Processing new business applications and policy updates.
• Handling client queries and liaising with providers.
• Assisting advisers with meeting preparation and documentation.
• Coordinating withdrawals, fund switches, and top-ups.
• Managing Letter of Authority process
• Supporting compliance and maintaining accurate records.

Benefits

• Salary up to £30,000
• 21 days holiday + Bank holidays
• Death in Service cover
• Private Medical
• Health Insurance
• Full benefits to be confirmed

How to Apply

Click "Apply Now" to submit your CV. Successful applicants will be contacted to discuss the next steps.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator