IFA Administrator
Location: Tamworth, West Midlands
Position: Full-Time | Office-Based
Salary: £24,000 £30,000 (dependent on experience)
Working Hours: 8:30am 4:30pm Monday Friday (with an hours lunch)
Benefits: 23 days annual leave plus 2 days off over Christmas and Bank Holidays, Auto Enrolment Pension, Excellent on-the-job training, free car parking.
A well-established and highly respected independent financial advisory firm in the West Midlands is seeking a IFA Administrator to join their friendly and welcoming team in Tamworth.
This is an excellent opportunity to become part of a successful practice with a strong local reputation, offering long-term career development within a supportive environment.
The Role
As an IFA Administrator, you will provide comprehensive administrative support to a team of Financial Advisers, ensuring a smooth and efficient client experience.
Key Responsibilities:
Providing administrative support to Financial Advisers
Managing new business administration
Adding and scanning documentation onto the back-office system
Processing adviser and provider documentation
Preparing client correspondence
Maintaining accurate back-office systems and client records
Skills & Experience:
The ideal candidate will have experience within Financial Services and demonstrate strong organisational and communication skills.
Suitable backgrounds may include:
IFA Administration at least 2 years experience.
Adviser Client Support
Mortgage Administration
Confidence working both independently and as part of a team
Professional and clear communication skills
If you are looking to build your career within a reputable financial advisory firm that values teamwork, professionalism and development, we would love to hear from you.
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