IFA Administrator Location: Bromsgrove (office based) Salary: £27,000-£30,000 DOE About the Role An established and growing financial services firm in the West Midlands is seeking a Senior IFA Administrator to join its expanding team. The business provides mass-market financial advice across pensions, investments, mortgages and insurance, with a strong focus on delivering clear, straightforward guidance that gives clients peace of mind. The company is dynamic and forward-thinking, with a strong client-first culture and a supportive, values-driven working environment. Teamwork, integrity and respect sit at the heart of how the business operates. This is an excellent opportunity for an experienced IFA Administrator to join a high-performing team and play a key role in supporting advisers to deliver an outstanding client experience. The firm is an equal opportunities employer and is committed to building a diverse and inclusive workforce. All applications are considered fairly and without discrimination. This is a varied role covering a wide range of administrative and technical responsibilities, offering strong development opportunities within a professional financial planning environment. Key Responsibilities Working closely with advisers to manage the full new business process from start to completion Handling day-to-day client and provider enquiries Obtaining relevant information from providers Making outbound and receiving inbound telephone calls Preparing for client meetings, including quote requests, valuations and appropriate literature Preparing and submitting applications and supporting documentation to product providers Chasing providers through to case completion and resolving any issues that arise Inputting new business proposals into the back-office system in line with internal procedures Ensuring records are fully updated to support accurate management information reporting Ensuring all cases are compliant with internal procedures and industry regulations Processing fund switches and withdrawals in line with client instructions Report writing The Ideal Candidate You will be: Self-motivated and highly organised Client-focused and professional Proactive, positive and an excellent communicator with a strong telephone manner Strong at building rapport Confident using IT systems, particularly Microsoft Office Detail-oriented, with a high level of accuracy Comfortable multitasking and working to deadlines with minimal supervision Keen to work within a high-achieving, committed team Discreet and highly protective of confidential client data Experience & Qualifications: Minimum 2 years administration experience within an IFA environment (essential) Good knowledge of pensions and investments (desirable) CII Financial Services exam passes or working towards qualifications (desirable) Package Salary: £27,000 – £30,000 per annum (dependent on experience and qualifications) Quarterly bonus scheme (subject to probation and performance) Company pension Private medical insurance (post-probation) Cash plan (post-probation) Full exam support (exams funded, bonuses on completion, 1-1 coaching from experienced team)