Job Description: IFA Administration Support and Receptionist
Location: Stourbridge
Hours: Monday–Friday, 9:00am–5:00pm (we may be flexible on reducing hours for the right candidate, e.g. 9:00am–3:00pm)
Overview
We are seeking a professional, organised, and proactive Receptionist / IFA Administrator to join our team. This dual role combines front-of-house responsibilities with essential administrative support to our financial advisers. The successful candidate will be the first point of contact for clients, ensuring they receive a warm welcome, while also supporting the advice process through accurate and timely administration.
Key Responsibilities
Reception Duties
Answering incoming calls, handling queries where possible, and directing calls appropriately.
Greeting clients on arrival and ensuring they are made comfortable, including offering refreshments.
Managing incoming and outgoing post, including scanning, distributing, and filing correspondence.
Maintaining a professional and welcoming reception area.
IFA Administration Duties
Preparing and issuing Letters of Authority to providers, ensuring accuracy at all times.
Following up and chasing providers to obtain requested information and documentation.
Making ad-hoc calls to providers to resolve queries promptly.
Matching up fee and commission statements with internal records, ensuring accuracy and reporting any discrepancies.
Sending out client feedback questionnaires and collating responses.
Booking client meetings and managing adviser diaries.
Creating and organising blank meeting packs ahead of client appointments.
Supporting advisers with general client administration as required.
Office Support
Monitoring and replenishing office supplies and stationery.
Assisting with general administrative tasks to ensure the smooth running of the office.
Skills & Experience Required
Previous experience in a receptionist or administrative role (financial services or IFA experience desirable but not essential).
Excellent telephone manner and strong communication skills.
Highly organised with good attention to detail.
Ability to manage multiple tasks and prioritise workload effectively.
Confident using Microsoft Office (Word, Excel, Outlook) and willing to learn new systems.
Professional, friendly, and client-focused approach.
Personal Attributes
Proactive and willing to take ownership of tasks.
Team player with a positive and flexible attitude.
Professional appearance and demeanour.
Strong interpersonal skills with the ability to build rapport with clients and colleagues.
This is a varied and rewarding role, ideal for someone who enjoys combining client-facing responsibilities with behind-the-scenes administration.
Job Types: Full-time, Permanent
Benefits:
Additional leave
Company pension
Financial planning services
Free parking
On-site parking
Experience:
Administrative: 1 year (preferred)