IFA Administrator
Location: Sutton Coldfield (Hybrid )
Salary: £27,000 – £32,000 (DOE)
Study Support: Full support toward CII / CISI / LIBF qualifications
Ref: NJR16280


We are working with a highly respected Chartered and CISI Accredited Financial Planning firm that is recognised for delivering exceptional, client-centred financial advice. This is a fantastic opportunity to join a supportive and ambitious team where professional development is genuinely encouraged and rewarded. You’ll work closely with Chartered Financial Planners, gaining exposure to high-calibre work and a culture that invests in your future.


Role Overview
As a Financial Planning Administrator, you’ll play a pivotal role in supporting advisers and the paraplanning team to deliver an outstanding client experience. This role is ideal for someone who is organised, accurate, and keen to build a long-term career in financial planning.


Key Responsibilities
Client Support & Administration
*Assist with new client onboarding
*Prepare review packs, documentation and supporting reports
*Maintain accurate client records within Intelligent Office
*Draft and send client correspondence
*Liaise with product providers and manage day-to-day enquiries
*Ensure all regulatory and compliance requirements are met
Business Support
*Support advisers with meeting preparation
*Monitor workflows to help ensure timely completion
*Liaise with third parties, providers and professional connections
*Provide wider administrative support across the business
Client Relationship Management
*Build strong, positive relationships with clients
*Handle queries with professionalism, clarity and empathy
*Contribute to delivering a first-class client experience


Skills & Experience
Essential
*Strong GCSEs including English and Maths
*Excellent organisational and time-management skills
*High attention to detail
*Clear, confident communication skills
*Ability to work both independently and as part of a team
*Strong problem-solving skills and a proactive attitude
*Proficient in Microsoft Word and Excel
Desirable
*Experience within an IFA, wealth management or pensions/insurance admin role
*Familiarity with Intelligent Office
*Experience within a professional services environment


What’s In It For You?
*£27,000 – £32,000 salary (experience dependent)
*Full support for CII, CISI or LIBF qualifications
*Opportunity to work closely with Chartered Financial Planners
*25 days holiday plus bank holidays
*Flexible working arrangements
*Supportive, friendly and collaborative team environment
*Personalised career development plan
*Exposure to high-quality professional work from day one
*A culture that promotes learning, growth and long-term progression


If you’re organised, motivated and looking for a long-term career within financial planning, we would love to hear from you.


Apply today via NJR Recruitment quoting the reference NJR16280