Job Title: IFA Administrator

Industry: Financial Services

Location: Bromsgrove (Office-based)

Salary: £26,000 - £30,000 DOE

Reference Number: 10179

Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team.

As an IFA Administrator, you will play a key role in supporting the Financial Advisers and CEO across all aspects of financial services administration, with a strong focus on new business processing.

Responsibilities:

• Arranging client meetings, preparing valuations and meeting packs, and managing advisers’ diaries
• Handling client correspondence and maintaining accurate records
• Ensuring all documentation meets FCA regulatory standards and internal compliance requirements

What’s in it for you:

• 28 days’ holiday
• Statutory sick pay
• Quarterly performance bonus scheme
• Auto-enrolment pension
• Study support
• Flexitime
• Private medical insurance
• Long-term career progression
• Employer pension contributions

Skills and experience required:

• A minimum of 2 years’ experience as an Administrator within an Independent Financial Adviser firm
• Experience using Intelligent Office or Dynamic Planner is highly advantageous

Get in touch or apply online