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IFA Administrator

Job Posted: a day ago

Salary: £ 25,000 - 35,000 / Annum
Job Type: Permanent
Location: Birmingham

Expire in: a month

Job Description

IFA Administrator
 Warwick Based
 Hybrid Working (2 Days WFH)
 Up to £35,000 DOE
 23 Days Holiday + Bank Holidays (increasing with service)
 Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services
 
Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work-life balance? Then this could be the role for you.
 My client believes financial planning is about more than just advice – it’s about creating a roadmap for a life well-lived. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with.
 
Responsibilities
  
Obtaining and compiling provider information and client-specific illustrations 
Running risk profiling via FE Analytics and assisting with research 
Processing and tracking new business submissions across investments, pensions, protection, and mortgages 
Communicating with clients, updating them on progress, and providing exceptional service 
Preparing valuation reports, performance documentation, and review checklists 
Managing fund switches, ensuring compliance with MIFID II requirements 
Completing withdrawal instructions and maintaining accurate client records 
Supporting and mentoring colleagues where required  Required Experience
  
Minimum 5 years’ IFA administration experience 
Excellent communication skills with a client-focused approach 
Strong product knowledge and compliance awareness 
Highly organised with exceptional attention to detail 
Team-oriented, proactive, and adaptable  Apply now for this exciting IFA Administrator role

Before You Apply

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Bank details.
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Looking for your next career move? Join a top company hiring IFA Administrator job near me in Birmingham! 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!