Description

IFA Administrator

• Annual Salary: up to £30k
• Location: Warwick, Edgbaston
• Job Type: Full-time

Join a large, dynamic Financial Advisory business that offers whole market advice across the UK. We are seeking an experienced IFA Administrator to join their team in Bromsgrove, Warwick or Edgbaston. This role offers great support, excellent benefits, and opportunities for career progression due to their growth plans.

Day-to-day of the role:

• Work closely with office managers and financial planners to ensure efficient, high-quality, and compliant service delivery.
• Process new business applications and communicate effectively with clients and providers.
• Ensure all documentation is compliant with industry standards.
• Assist with research and the preparation of basic reports.
• Update and maintain accurate back-office information.

Required Skills & Qualifications:

• Preferably 2 years' experience as an IFA Administrator.
• Strong understanding of financial services and compliance requirements.
• Excellent communication and interpersonal skills.
• Proficiency in using financial planning software and tools.
• Ability to work effectively in a team and independently.

Benefits:

• Competitive salary range of up to £30,000, dependent on experience.
• 31 days annual leave, including bank holidays.
• Income protection from day one.
• Life insurance.
• Employee assistance program.
• Support for financial and personal well-being.
• Access to virtual GP appointments.
• Company sick pay.

To apply for this IFA Administrator position, please apply below, or contact me directly at .

Synonyms

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