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IFA Admin
Job Posted: 4 days ago
Salary: £ 26,000 - 32,000 / Annum
Job Type: Permanent
Location: West Midlands
Expire in: 24 days
Job Description
Are you someone who loves making a real difference behind the scenes? Do you want to be at the heart of a forward-thinking team, helping financial advisers deliver a first‑class service to their clients? If you're a detail-oriented administrator looking for a role where you can grow, learn, and make an impact, this could be the perfect opportunity for you!
This is a forward-thinking financial planning firm that puts clients' life goals at the heart of everything it does. As an IFA Administrator, you'll be right at the centre of the action, delivering a first‑class service, keeping processes running smoothly, and making a real impact on both clients' futures and your own career. It's a place where your skills, diligence, and passion for excellence can flourish and grow.
Benefits:
Competitive salary up to £32,000 (DOE)
31 Days Holiday (Including Bank Holiday)
Holiday entitlement increases with length of service
Location - Edgbaston
Monday to Friday - 35 hours per week
Pension auto-enrolment scheme
Group Life Cover & Income Protection
Hybrid working opportunities
Employee Assistance Programme
Financial Wellbeing Support
Role & Responsibilities:
Process new business applications, ensuring compliance with FCA regulations
Handle client queries, prepare valuations, and maintain accurate client records
Assist with investment, pension, and protection administration
Prepare review packs, performance reports, and compliance documentation
Process fund switches, withdrawals, and provider transactions
Liaise with providers, advisers, and clients to ensure smooth operations
Maintain CRM systems and ensure all client data is up to date
Required Skills & Experience:
At least 2 years of experience in IFA administration
Strong knowledge of investment, pension, and protection products
Excellent organisational skills and attention to detail
Proficiency in financial systems and CRM software
Strong communication and client service skills
Ability to work independently and collaboratively within a team If you're ready to take the next step in your career, apply nowBefore You Apply
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Looking for your next career move? Join a top company hiring IFA Admin job near me in West Midlands! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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