IFA Administrator / Support – Full-Time, Permanent Location: Stourbridge
Hours: Monday–Friday, 9:00am–5:00pm
Salary: £25,000 – £27,500 per annum
Department: IFA Support Team
Reports to: Senior Paraplanner
About the Role
We are seeking an organised and proactive IFA Administrator / Support to join our friendly and professional team in Stourbridge. As a key member of the IFA support team, you will play a vital role in providing high-quality administrative support to our team of seven Independent Financial Advisers (IFAs), ensuring smooth day-to-day operations and excellent client service.
This is an exciting opportunity for someone with strong administrative experience who enjoys working in a collaborative, fast-paced environment.
Key Responsibilities
Maintain accurate and compliant client records in back-office systems.
Provide comprehensive administrative support, including handling emails, post, filing, scanning, data entry, and letter writing.
Liaise directly with clients and third parties, ensuring all communications are professional and timely.
Direct client and internal inquiries to the appropriate team member.
Prepare documentation for IFAs to conduct compliant annual reviews.
Produce initial meeting packs for clients’ first appointments.
Assist the receptionist with processing Letters of Authority.
Manage incoming calls and ensure all client queries are handled efficiently.
Use and update the firm’s back-office system and learn to operate additional software as required.
Liaise with product providers and other third parties to obtain required information.
Commit to continuous personal development, maintaining up-to-date knowledge and records. What You Bring
Minimum 2 years’ experience in administration or a similar role (essential)
Experience in Financial Services (preferred but not essential)
Excellent communication and interpersonal skills
Strong organisational and time management abilities
Proficient in Microsoft Office Suite (Word, Excel, Outlook)
Ability to multi-task, prioritise effectively, and work under pressure
A positive attitude and professional demeanour What We Offer
Opportunity to work in a supportive, fast-paced, and positive environment
Be part of a collaborative and friendly team
Competitive salary package
Company pension
Company sick pay
Generous holiday allowance Job Types: Full-time, Permanent
Experience: Administrative: 2 years (preferred)
Work Location: In person – Stourbridge