Senior IFA Administrator
Bromsgrove
Salary up to £30,000
Annual bonus | Study support


NJR Recruitment is currently working with a well-established and growing independent firm of Financial Planners based in Birmingham are. Due to continued year-on-year growth, they are now looking to appoint a Senior IFA Administrator to provide dedicated support to the Company Director.


This is an excellent opportunity to join a dynamic, professional, and forward-thinking firm that genuinely values its people. You’ll benefit from a competitive salary, market-leading benefits, and a clear, structured career path within a highly respected Wealth Management business.


The Role


You will play a key role in ensuring the smooth administration of client cases from outset to completion, supporting both the Director and wider team.


Key responsibilities will include:
" Setting up new clients on the internal client database
" Preparing and issuing new client welcome packs
" Checking Fact Finds are fully completed and compliant
" Inputting Fact Find and policy details accurately
" Preparing and sending authority letters for client signature
" Managing AML checks and ensuring records remain up to date
" Obtaining illustrations, application forms, Key Features and supporting documentation
" Submitting new business to providers (online and paper-based)
" Tracking new and existing business and updating relevant stakeholders
" Preparing documentation for client review meetings
" Updating cashflow models ahead of review meetings
" Maintaining accurate workflows, activity logs, and case notes
About You


To be successful in this role, you will have:
" Previous experience within Financial Services / Wealth Management
" Strong working knowledge of Microsoft Excel, Word, and Outlook
" Excellent communication and organisational skills
" A proactive, can-do attitude with strong attention to detail
" The ability to thrive in a fast-paced, professional environment
This role would suit an ambitious individual looking for a long-term career within Wealth Management, with the opportunity to grow and develop alongside a successful firm.


Reference: NJR16469