Job Description
IFA Administrator - Bromsgrove (Office-Based)£25,000 to £30,000 (DOE) | Career Progression | Growing Firm
We are working with a well-established and forward-thinking financial planning firm based in Bromsgrove, who are looking to expand their support team with the addition of three experienced IFA Administrators.
This is an exciting opportunity to join a growing business with ambitious expansion plans, offering genuine long-term career progression and development for the right individuals.
The CompanyOur client is a highly regarded financial advice firm with a strong team culture and a clear growth strategy. The business currently consists of:
* 7 IFAs
* 1 Trainee Mortgage Adviser
* 13 Back-Office Support Staff
* Managing Director & Compliance Manager
With continued growth on the horizon, they are investing in their infrastructure and people, making this an ideal time to join.
The RoleAs an IFA Administrator, you will play a key role in supporting the advisory team, ensuring the smooth processing of client business and delivering a high standard of service.
Key responsibilities will include:
* Preparing and processing new business applications
* Supporting IFAs with client administration and case management
* Liaising with providers and clients to obtain information and updates
* Maintaining accurate client records and documentation
* Assisting with report preparation and compliance documentation
* Managing workflows and ensuring cases progress efficiently
The CandidateWe are looking for an experienced IFA Administrator who:
* Has previous experience working within an IFA/Financial Planning environment
* Is confident dealing with pensions, investments, and protection products
* Has strong organisational and administrative skills
* Is detail-oriented with a high level of accuracy
* Works well as part of a team in a busy office environment
* Is proactive and keen to develop their career
What’s on Offer
* Salary of £25,000 - £30,000 (DOE), with flexibility for more experienced candidates
* Clear opportunities for progression as the business continues to grow
* Company benefits and study support
* Supportive and collaborative team environment
* Modern, newly established office space in Bromsgrove
* The chance to be part of an expanding, forward-thinking firm
Additional Information
* This is a fully office-based role
* The client is looking to hire three individuals due to continued growth
If you are an experienced IFA Administrator looking for your next step within a growing and supportive firm, we would love to hear from you.