Location
BIRMINGHAM
Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref88998
IFA Administrator South Birmingham
£25,000 £32,000 (dependent on experience) | Full-Time, Permanent
IFA Administrator South Birmingham
£25,000 £32,000 (dependent on experience) | Full-Time, Permanent
Are you an experienced IFA Administrator looking to join a supportive and growing financial planning practice in South Birmingham? Our client, a highly respected Independent Financial Adviser (IFA) firm, is seeking a professional and detail-oriented Administrator to support their Advisers and Paraplanners in delivering first-class service to their clients.
The Role
As an IFA Administrator, you will play a key role in ensuring the smooth running of client cases and adviser support functions. Your responsibilities will include:
1. Preparing and processing new business applications
2. Maintaining accurate client records using back-office systems
3. Liaising with clients, providers, and internal teams to ensure timely progression of cases
4. Producing valuations, illustrations, and policy information as required
5. Supporting advisers with meeting preparation and follow-up administration
6. Handling general administrative duties within the office
About You
The ideal candidate will have:
7. Previous experience working within an IFA, wealth management, or financial services environment
8. Strong knowledge of pensions, investments, and protection products
9. Excellent organisational skills with attention to detail
10. Proficiency with back-office systems (e.g., Intelligent Office) desirable but not essential
11. Strong communication skills and a client-focused approach
12. Ability to manage multiple priorities in a fast-paced environment
Whats on Offer
13. Competitive salary of £25,000 £32,000, depending on experience
14. Supportive and professional working environment
15. Ongoing training and development opportunities (including progression into Paraplanning if desired)
16. Convenient South Birmingham location with free parking and excellent transport links
This is an excellent opportunity for someone with a strong background in financial services administration who is looking to join a welcoming and ambitious firm.
How to Apply
If youre an experienced IFA Administrator seeking your next career move in South Birmingham, please apply today with your CV.