Description

IFA Administrator

Birmingham

£26,000 – £30,000 (Depending on Experience) + Bonus Scheme

Full-Time | Permanent | Office-BasedMonday to Friday | No Weekends

NJR Recruitment is delighted to be representing a highly respected and well-established financial planning firm based in Birmingham, who are now looking to recruit a proactive and detail-oriented IFA Administrator to join their growing team.

This is a fantastic opportunity to join a supportive and forward-thinking company that prides itself on its strong values, collaborative culture, and commitment to delivering exceptional client service.

The Role

Working closely with a team of experienced advisers, you will play a key role in ensuring clients receive efficient, high-quality support across a broad range of financial services, including pensions, investments, mortgages, and insurance.

Key Responsibilities:

• Handle client and provider enquiries promptly and professionally.
• Arrange meetings and prepare relevant client documentation.
• Request and manage quotes, valuations, and product literature.
• Process new business applications and ensure accurate record-keeping.
• Input and maintain data within the firm’s back-office system.
• Carry out fund switches in line with client instructions.
• Provide support with suitability report preparation and general administration tasks.

What We’re Looking For

Essential:

• Minimum 12 months’ experience in a financial services or IFA administration role.
• Excellent Microsoft Office skills.
• Strong communication and interpersonal skills.
• High level of accuracy and attention to detail.
• Ability to prioritise and manage multiple tasks independently.
• Professionalism and discretion when handling sensitive client information.

Desirable:

• Self-motivated and well-organised with a positive, can-do attitude.
• Passionate about delivering first-class client service.
• Enjoys working collaboratively within a friendly, close-knit team.

What’s on Offer

• Competitive salary up to £30,000, depending on experience.
• Bonus scheme linked to individual and company performance.
• Private Medical Insurance.
• Company pension scheme.
• Free on-site parking.
• Supportive, close-knit working environment with ongoing training opportunities.
• No weekend work – enjoy a healthy work-life balance.

This is an excellent opportunity for an organised and enthusiastic IFA Administrator to join a professional, family-oriented firm that truly values its people and the service it provides to clients.

Apply today via NJR Recruitment, quoting Ref: NJR16192