Job Description
IFA Administrator Located near Bromsgrove, office based Salary £26,000-£30,000 DOE Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.
Key Responsibilities Provide full administrative support to advisers and paraplanners. Prepare and process new business applications, client reviews, and policy administration. Maintain and update client records and financial planning systems with accuracy.
Produce valuations, illustrations, and reports as required. Liaise with providers, clients, and other stakeholders to obtain policy information and updates. Ensure compliance and regulatory requirements are met.
Handle correspondence via phone, email, and post, ensuring queries are dealt with promptly. Support the preparation of client meetings, including producing packs and documentation. About You Previous experience in an Administrative role (essential) Previous experience in financial services (IFA/wealth management background) (desirable) Knowledge of financial products (pensions, investments, mortgages) is an advantage.
Excellent organisational skills wi...