IFA Administrator
Location: Sutton Coldfield
Salary: Up to £32,000 + Company Benefits
Working Pattern: Full-time, Monday–Friday
Hybrid Working: Up to 2 days per week from home after probation
Company: Chartered Firm of Financial Planners
Are you an experienced IFA Administrator looking to join a supportive, professional, and well-established financial planning firm? Our client, a small and highly reputable chartered practice based in Sutton Coldfield, is seeking a dedicated IFA Administrator to join their growing team.
About the Role
As an IFA Administrator, you will play a key role in supporting the firm’s Financial Planners and Paraplanners, ensuring the smooth delivery of high-quality financial advice to clients. This is a varied and fast-paced administrative role within a friendly and collaborative office environment.
Key Responsibilities
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Provide comprehensive administrative support to the Financial Planners
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Prepare and process new business applications across pensions, investments, and protection
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Maintain and update client records and back-office systems
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Liaise with clients, providers, and colleagues to ensure timely progression of cases
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Prepare documents, valuations, and reports as required
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Support the wider team with general office administration
About You
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Previous experience in an IFA/financial planning administration role is essential
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Strong knowledge of pensions, investments, and protection products
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Confident communication skills and a client-focused approach
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High level of organisational ability and attention to detail
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Comfortable working both independently and as part of a small team
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Experience with industry systems (e.g., Intelligent Office) is advantageous
What’s on Offer
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Salary up to £32,000, depending on experience
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Company benefits package
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Hybrid working – up to 2 days a week from home following probation
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A supportive, chartered environment with a focus on professional development
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The chance to join a close-knit team where your contribution is truly valued
If you’re an experienced IFA Administrator looking for your next step with a high-quality firm, we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
