IFA Administrator
Located near Bromsgrove, office based
Salary £26,000-£30,000 DOE
Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.
Key Responsibilities
* Provide full administrative support to advisers and paraplanners.
* Prepare and process new business applications, client reviews, and policy administration.
* Maintain and update client records and financial planning systems with accuracy.
* Produce valuations, illustrations, and reports as required.
* Liaise with providers, clients, and other stakeholders to obtain policy information and updates.
* Ensure compliance and regulatory requirements are met.
* Handle correspondence via phone, email, and post, ensuring queries are dealt with promptly.
* Support the preparation of client meetings, including producing packs and documentation.
About You
* Previous experience in an Administrative role (essential)
* Previous experience in financial services (IFA/wealth management background) (desirable)
* Knowledge of financial products (pensions, investments, mortgages) is an advantage.
* Excellent organisational skills with high attention to detail and accuracy.
* Confident communicator, able to liaise professionally with clients and providers.
* Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
* Ability to prioritise tasks and work effectively under pressure.
* A proactive team player with a positive, can-do attitude.