IFA Admin

Integro Partners Ltd; Sutton Coldfield; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

Integro Partners Ltd in North Birmingham is seeking an experienced IFA Administrator to join a client-focused wealth management firm. You will support advisers and manage the full admin process across onboarding, servicing, and review packs.

The role requires at least 2 years in financial services, proficiency with Intelligent Office and MS Office, and experience with platform and off-platform transactions. Hybrid options are available and salary is £27,000–£32,000 depending on experience.

Qualifications

• Minimum 2 years’ experience in financial services (essential)
• Confident using Intelligent Office (desirable) and MS Office (essential)
• Practical experience with platform and off-platform transactions (essential)
• Knowledge of Transact, AJ Bell, or Standard Life platforms (desirable)
• Familiarity with tools such as CashCalc, IRESS Exchange, and FE Analytics
• Excellent written and verbal communication skills with a high professional standard
• Strong organisational skills and a keen eye for detail

Responsibilities

• Accurately maintain client records in Intelligent Office, including onboarding new clients and ongoing servicing
• Build strong working relationships with advisers and the wider team
• Review and improve administrative processes for efficiency and consistency
• Submit new business cases accurately, managing client expectations throughout
• Handle client transactions — withdrawals, deposits/top-ups, and fund switches
• Issue letters of authority and liaise with providers to ensure prompt responses
• Manage client queries professionally via phone and email
• Support the client review process – booking meetings, updating cashflows, and preparing review packs and valuations
• Produce protection and investment illustrations
• Manage your own workload effectively and keep advisers updated on progress

Skills

MS Office

Written & verbal communication

Attention to detail

Organisational skills

Customer service

Time management

Tools

Intelligent Office

Transact

AJ Bell

FE Analytics

CashCalc

IRESS Exchange

Job description

IFA Administrator – North Birmingham | £27,000 – £32,000 + Benefits

Are you an experienced IFA Administrator looking to join a forward-thinking, client-focused wealth management firm in North Birmingham?

This is an excellent opportunity to become part of a growing business where collaboration, precision, and progression are genuinely valued. You’ll be joining a supportive, close-knit team working alongside experienced advisers to deliver exceptional client service across the full advice process.

Key Responsibilities

• Accurately maintain client records in Intelligent Office, including onboarding new clients and ongoing servicing
• Build strong working relationships with advisers and the wider team
• Review and improve administrative processes for efficiency and consistency
• Submit new business cases accurately, managing client expectations throughout
• Handle client transactions — withdrawals, deposits/top-ups, and fund switches
• Issue letters of authority and liaise with providers to ensure prompt responses
• Manage client queries professionally via phone and email
• Support the client review process – booking meetings, updating cashflows, and preparing review packs and valuations
• Produce protection and investment illustrations
• Manage your own workload effectively and keep advisers updated on progress

Skills & Experience Required

• Minimum 2 years’ experience in financial services (essential)
• Confident using Intelligent Office (desirable) and MS Office (essential)
• Practical experience with platform and off-platform transactions (essential)
• Knowledge of Transact, AJ Bell, or Standard Life platforms (desirable)
• Familiarity with tools such as CashCalc, IRESS Exchange, and FE Analytics
• Excellent written and verbal communication skills with a high professional standard
• Strong organisational skills and a keen eye for detail

The Offer

Salary: £27,000 – £32,000 (dependent on experience)

Location: North Birmingham (hybrid options may be considered)

Supportive environment with genuine opportunities for development and progression

If you’re an IFA Administrator who takes pride in providing exceptional service and enjoys working within a dynamic advice team, we’d love to hear from you.