Administrator

Ellis Bates Financial Advisers (now Shackleton); Sutton Coldfield; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial advisory firm located in Sutton Coldfield is seeking an Administrator to provide vital support to Advisers and the Operations Manager. The role involves preparing client valuations, updating the back office system, and drafting letters. Candidates must have at least two years' experience in the IFA Market and demonstrate strong interpersonal and organizational skills. This position reports to the Operations Manager and offers a dynamic work environment within a large team.

Qualifications

• Minimum of 2 years of experience in the IFA Market.
• Strong computer skills required.
• Experience in a fast-paced office environment.

Responsibilities

• Provide administrative support to the Advisers.
• Prepare valuations for client reviews.
• Update back office system with client data.
• Draft annual suitability letters.
• Process transactions and monitor progress.

Skills

Interpersonal skills

Time management

Organizational skills

Communication skills

Ability to learn new software

Tools

Intelligent Office

Job description

Birmingham, Sutton Coldfield

Administrator

Reporting to: Operations Manager

Date of Issue: January 2026

Role objective

The role is to provide administrative support to the Advisers and Operations Manager.

Key Responsibilities

• Preparing valuations and information for client annual reviews.
• Updating our back office system (Intelligent Office) with personal client data and adding all relevant documents.
• Supporting Advisers in collating information/documents in preparation for meetings.
• Drafting annual suitability letters for existing clients.
• Processing and monitoring progress of transactions and issuing documentation.
• Meeting all standards and targets as detailed in the compliance procedures and training and competence scheme.
• Ad hoc projects.
• Working closely within the administration teams and other support teams within the company.

This job description may be reviewed and subsequently amended to better reflect any changes required in the role.

Qualifications

• At least 2 years' minimum experience in the IFA Market.

Knowledge And Experience

• Previous work experience in the IFA Market.
• Strong computer skills.
• Ability to learn new software.
• Experience working within a fast-paced office with a large team.
• Ability to work independently.

Personal Skills

• Excellent interpersonal skills.
• Ability to communicate clearly and concisely, both orally and in writing.
• Ability to organise own workload, prioritise effectively and identify issues for escalation.
• Excellent time keeping.

If you are interested in learning more about this role or want to apply, please send your CV/Application to [e-mail]