BIRMINGHAM
IFA Administrator – South Birmingham
£25,000 – £32,000 (dependent on experience) | Full-Time, Permanent
IFA Administrator – South Birmingham
£25,000 – £32,000 (dependent on experience) | Full-Time, Permanent
Are you an experienced IFA Administrator looking to join a supportive and growing financial planning practice in South Birmingham? Our client, a highly respected Independent Financial Adviser (IFA) firm, is seeking a professional and detail-oriented Administrator to support their Advisers and Paraplanners in delivering first-class service to their clients.
The Role
As an IFA Administrator, you will play a key role in ensuring the smooth running of client cases and adviser support functions. Your responsibilities will include:
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Preparing and processing new business applications
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Maintaining accurate client records using back-office systems
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Liaising with clients, providers, and internal teams to ensure timely progression of cases
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Producing valuations, illustrations, and policy information as required
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Supporting advisers with meeting preparation and follow-up administration
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Handling general administrative duties within the office
About You
The ideal candidate will have:
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Previous experience working within an IFA, wealth management, or financial services environment
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Strong knowledge of pensions, investments, and protection products
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Excellent organisational skills with attention to detail
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Proficiency with back-office systems (e.g., Intelligent Office) – desirable but not essential
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Strong communication skills and a client-focused approach
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Ability to manage multiple priorities in a fast-paced environment
What’s on Offer
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Competitive salary of £25,000 – £32,000, depending on experience
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Supportive and professional working environment
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Ongoing training and development opportunities (including progression into Paraplanning if desired)
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Convenient South Birmingham location with free parking and excellent transport links
This is an excellent opportunity for someone with a strong background in financial services administration who is looking to join a welcoming and ambitious firm.
How to Apply
If you’re an experienced IFA Administrator seeking your next career move in South Birmingham, please apply today with your CV.