Full job descriptionIFA Administrator
Sutton Coldfield
Up to £35,000
This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a well-established financial planning business where professionalism, service and attention to detail are genuinely valued.
If you enjoy supporting advisers, keeping business moving smoothly and making sure clients receive a high standard of service throughout the advice process, this could be a very good opportunity.
This is a role where you will play an important part in supporting advisers and helping ensure the administrative side of the financial planning process is handled accurately and efficiently. You will be involved in new business processing, ongoing servicing work, preparing documentation, liaising with providers and clients, and helping maintain a smooth and well-organised client experience.


The Role
Working as an IFA Administrator within this business, you will provide day-to-day support to Financial Advisers and help ensure the advice process runs efficiently from initial enquiry through to completion.
This is a varied position that will involve processing new business across pensions, investments and protection, preparing client documentation and meeting packs, managing provider and platform correspondence, obtaining policy information and valuations, liaising with clients and providers, updating CRM systems accurately, and supporting client reviews and ongoing servicing work.
The business is looking for someone who is organised, reliable and comfortable managing multiple tasks at once. You will need to be confident working in a financial planning environment, communicating professionally with clients, providers and colleagues, and making sure work is completed accurately, compliantly and within agreed timescales.


The Ideal Candidate
This opportunity is likely to suit someone who already has experience within an IFA or financial planning environment and understands the importance of accuracy, organisation and client care.
You will ideally:
*Have previous experience within an IFA Administration role
*Be confident dealing with providers and financial platforms
*Have strong organisational and communication skills
*Be able to manage workloads effectively and prioritise tasks
*Have excellent attention to detail
*Be professional, reliable and client focused


Salary & Benefits
*£28,000 to £35,000 depending on experience
*Death in Service cover
*Income Protection
*Private Medical Cover
*Employer Pension Scheme
*21 days holiday plus bank holidays
*Additional holiday entitlement with length of service


Additional Information
This is a full-time, office-based position. The business offers a professional and supportive working environment, with a strong focus on long-term employee wellbeing, stability and development.
Synonyms
IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator