Job Description
IFA AdministratorLocation: West MidlandsSalary: £28,000-£31,000 per annumAbout the Role:Our client, a well-established financial planning consultancy based in the West Midlands, is seeking an experienced and highly organised IFA Administrator to join their team. This is a fantastic opportunity to work with a dynamic firm that provides expert financial advice to a diverse range of clients.As a Senior Administrator, you will play a crucial role in ensuring the smooth day-to-day running of the office and supporting financial planners in delivering excellent service.Key Responsibilities:
* Providing comprehensive administrative support to financial planners and senior management.
* Managing client records with accuracy, ensuring all documentation meets regulatory requirements.
* Coordinating meetings, preparing necessary paperwork, and communicating effectively with clients.
* Assisting with compliance and regulatory duties to ensure best practices are upheld.
* Identifying ways to improve administrative processes and enhance efficiency.
* Supporting and mentoring junior team members where necessary.
* Handling sensitive information professionally and confidentially.
About You:
* Has proven experience in a senior administrative role, ideally within financial services.
* Is highly organised and able to juggle multiple tasks with efficiency.
* Has a keen eye for detail and takes pride in delivering high-quality work.
* Possesses strong communication skills, both written and verbal.
* Is comfortable using IT systems such as Microsoft Office and CRM software.
* Understands financial services regulations and compliance (preferred but not essential).
* Works well as part of a team and enjoys supporting colleagues.
What’s on Offer:
* £28,000-£31,000 per annum
* Opportunities for career progression and professional development.
* A friendly and supportive working environment.
* The chance to be part of a reputable and forward-thinking financial planning consultancy.
If you’re an experienced administrator looking for a new challenge in a dynamic and professional setting, we’d love to hear from you.