IFA Admin

Are you an experienced IFA Administrator looking for your next challenge? Join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service.

Benefits:

• Competitive salary up to �30,000 (DOE)
• 31 Days Holiday (Including Bank Holiday)
• Holiday entitlement increases with length of service
• Location - Birmingham
• Monday to Friday - 40hrs per week
• Pension auto-enrolment scheme
• Group Life Cover & Income Protection
• Hybrid working opportunities
• Employee Assistance Programme
• Financial Wellbeing Support

Role & Responsibilities:

• Process new business applications, ensuring compliance with FCA regulations
• Handle client queries, prepare valuations, and maintain accurate client records
• Assist with investment, pension, and protection administration
• Prepare review packs, performance reports, and compliance documentation
• Process fund switches, withdrawals, and provider transactions
• Liaise with providers, advisers, and clients to ensure smooth operations
• Maintain CRM systems and ensure all client data is up to date

Required Skills & Experience:

• At least 2 years of experience in IFA administration
• Strong knowledge of investment, pension, and protection products
• Excellent organisational skills and attention to detail
• Proficiency in financial systems and CRM software
• Strong communication and client service skills
• Ability to work independently and collaboratively within a team

If you're ready to take the next step in your career, apply now!