IFA Administrator

IFA Administrator - Financial Services
Location: Birmingham (Hybrid Working Available)
Salary: Competitive, depending on experience, up to around £32,000 plus benefits
Job Type: Full-time, Permanent

A well-established and expanding national wealth and investment management firm based in Birmingham is looking for an experienced IFA Administrator to join their professional and client-focused team. This is an excellent opportunity for someone with a background in financial planning administration who is looking to develop their career within a highly respected firm working with high-net-worth clients and top-tier resources.

About the Role:
As an IFA Administrator, you’ll provide essential administrative support to Financial Planners, helping to ensure a seamless and high-quality service for clients. You’ll be responsible for preparing key documentation, liaising with providers, supporting client meetings, and ensuring that all processes meet regulatory and internal standards.

Key Responsibilities:

• Support Financial Planners with day-to-day administrative tasks

• Maintain and update client records across internal systems

• Communicate with clients and third-party providers to gather required information

• Prepare valuations, meeting packs, and client documentation

• Assist with new business processing, including AML checks and account setups

• Promote and support the use of digital tools and client portals

• Flag any risks or compliance issues in line with company procedures

About You:

• At least 1 years’ experience in a financial services administrative role. Ideally 2 Years'+

• Strong organisational skills and attention to detail

• Professional communication skills, both written and verbal

• Ability to manage multiple tasks and meet deadlines

• Confident with Microsoft Office and financial back-office systems

• Motivated to pursue further qualifications - full support provided for the Diploma in Financial Planning - Not essential

Benefits Include:

• Private Medical Insurance

• Group Life Assurance (4x salary)

• Group Income Protection

• Employer-contributed Pension Scheme

• Generous holiday allowance with the option to buy more days

• Fully funded professional development including exams, memberships, and study materials

• Cycle to Work Scheme & Season Ticket Loan

• Health Cash Plan, Gym Discounts, Will Writing, and more

• Annual discretionary bonus

This is a fantastic opportunity to join a progressive and supportive firm that genuinely values career development. If you’re ready to take the next step in your financial services career, apply now with your CV