Company Description
Whateley Wealth Management Ltd is an Independent Financial Advisory practice based in Cofton Hackett, Birmingham and with a new office in Bromsgrove, Worcestershire, serving both personal and business clients. Founded in 2014 by Nicola Whateley, an Independent Financial Adviser with extensive experience in financial services, the firm offers advice on retirement and pensions, savings and investments, mortgages, protection, estate and tax planning, and business financial planning. The team of Independent Financial Advisers and Mortgage & Protection Advisers focuses on delivering high standards of tailored advice by recognizing each client’s unique financial goals and circumstances. Whateley Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority, providing a professional and compliant environment for both clients and team members.
Role Description
This is a full-time, on-site IFA Administrator role based at our new office in Bromsgrove. The IFA Administrator will support Independent Financial Advisers by preparing client documentation, processing new business applications, and maintaining accurate client records and files. Responsibilities include liaising with product providers, obtaining valuations and policy information, updating back-office systems and CRM tools, and assisting with suitability report preparation and review pack production. The role also involves managing diaries, arranging client meetings, handling incoming and outgoing correspondence, and responding to routine client queries in a professional and timely manner. The IFA Administrator will work closely with advisers and colleagues to ensure smooth workflow, adherence to regulatory and compliance requirements, and consistent delivery of a high-quality client experience.
Qualifications
* Strong administrative skills, including accurate data entry, document management, and experience working with CRM or back-office systems in a professional or financial services environment.
* Excellent organizational and time-management skills, with the ability to prioritize tasks, manage workloads to deadlines, and maintain attention to detail under pressure.
* Clear and professional written and verbal communication skills, with confidence in liaising with clients, advisers, and product providers by phone, email, and in person.
* Good numeracy and analytical skills, with the ability to understand financial information, follow processes, and check figures and documents for accuracy and consistency.
* Working knowledge of financial services or a genuine interest in building a career in wealth management; prior experience in an IFA, mortgage, or financial planning environment is advantageous.
* Familiarity with regulatory and compliance requirements (including FCA rules) or willingness to learn and follow firm policies and procedures carefully.
* Proficiency with standard office software (e.g., Microsoft Word, Excel, Outlook) and comfort learning new systems and tools.
* Relevant qualifications or progress toward industry-recognised certifications (such as Level 4 Diploma in Regulated Financial Planning or equivalent) are beneficial but not essential.
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