IFA Administrator - Solihull

Company : Fram Search

Job Description - IFA Administrator - Solihull

CRM Management
Client Interaction
Administration

Are you an organised and proactive individual with a passion for delivering excellent client service? We’re working with a well-established financial planning firm that is looking for a reliable IFA Administrator to support their Advisers and help deliver a seamless client experience.

Key Responsibilities:

Provide administrative support to Financial Advisers across all aspects of the client journey
Manage client communications with a professional and friendly approach
Maintain accurate records, ensuring all documentation is up-to-date and compliant
Assist with day-to-day operational tasks to support the smooth running of the business
Collaborate with the wider team to enhance client experience and overall efficiency

What We’re Looking For:

Previous experience in an IFA or financial services admin role preferred
Strong attention to detail and organisational skills
Excellent written and verbal communication skills
A team player with a positive attitude and willingness to learn
Ability to work efficiently in a fast-paced environment while maintaining high standards

This is a great opportunity to join a supportive, professional team with a focus on quality service and long-term client relationships. If you're looking to build your career in financial services and want to make a real impact, we’d love to hear from you.

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IFA Administrator - Solihull

Job Description - IFA Administrator - Solihull

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