Description

IFA Administrator

Location: Bromsgrove (office based)

Salary: £27,000-£30,000 DOE

About the Role

An established and growing financial services firm in the West Midlands is seeking a Senior IFA Administrator to join its expanding team. The business provides mass-market financial advice across pensions, investments, mortgages and insurance, with a strong focus on delivering clear, straightforward guidance that gives clients peace of mind.

The company is dynamic and forward-thinking, with a strong client-first culture and a supportive, values-driven working environment. Teamwork, integrity and respect sit at the heart of how the business operates. This is an excellent opportunity for an experienced IFA Administrator to join a high-performing team and play a key role in supporting advisers to deliver an outstanding client experience.

The firm is an equal opportunities employer and is committed to building a diverse and inclusive workforce. All applications are considered fairly and without discrimination.

This is a varied role covering a wide range of administrative and technical responsibilities, offering strong development opportunities within a professional financial planning environment.

Key Responsibilities

• Working closely with advisers to manage the full new business process from start to completion

• Handling day-to-day client and provider enquiries

• Obtaining relevant information from providers

• Making outbound and receiving inbound telephone calls

• Preparing for client meetings, including quote requests, valuations and appropriate literature

• Preparing and submitting applications and supporting documentation to product providers

• Chasing providers through to case completion and resolving any issues that arise

• Inputting new business proposals into the back-office system in line with internal procedures

• Ensuring records are fully updated to support accurate management information reporting

• Ensuring all cases are compliant with internal procedures and industry regulations

• Processing fund switches and withdrawals in line with client instructions

• Report writing

The Ideal Candidate

You will be:

• Self-motivated and highly organised

• Client-focused and professional

• Proactive, positive and an excellent communicator with a strong telephone manner

• Strong at building rapport

• Confident using IT systems, particularly Microsoft Office

• Detail-oriented, with a high level of accuracy

• Comfortable multitasking and working to deadlines with minimal supervision

• Keen to work within a high-achieving, committed team

• Discreet and highly protective of confidential client data

Experience & Qualifications:

• Minimum 2 years administration experience within an IFA environment (essential)

• Good knowledge of pensions and investments (desirable)

• CII Financial Services exam passes or working towards qualifications (desirable)

Package

• Salary: £27,000 – £30,000 per annum (dependent on experience and qualifications)

• Quarterly bonus scheme (subject to probation and performance)

• Company pension

• Private medical insurance (post-probation)

• Cash plan (post-probation)

• Full exam support (exams funded, bonuses on completion, 1-1 coaching from experienced team)