IFA Admin

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

Job summary

A wealth management firm in North Birmingham seeks an experienced IFA Administrator to enhance client service and support advisers. In this role, you will manage client records, ensure precision in transactions, and streamline administrative processes. Candidates should have at least 2 years of experience in financial services, proficiency in MS Office, and ideally in Intelligent Office. The firm offers a supportive environment with hybrid working options and opportunities for progression.

Benefits

Supportive environment

Opportunities for development

Hybrid work options

Qualifications

• Minimum 2 years experience in financial services.
• Confident using Intelligent Office and MS Office.
• Practical experience with platform and off-platform transactions.

Responsibilities

• Maintain client records in Intelligent Office.
• Build relationships with advisers and the wider team.
• Handle client transactions and queries.

Skills

Financial services experience

MS Office

Client relationship management

Communication skills

Organisational skills

Tools

Intelligent Office

CashCalc

IRESS Exchange

FE Analytics

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.

The Role

You ll play a key role in ensuring smooth day-to-day operations, supporting advisers and paraplanners, and maintaining accurate client records. Your attention to detail and proactive approach will help the business deliver high-quality, compliant advice efficiently.

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.

Apply now or reach out directly for a confidential conversation about your next move in the UK wealth management market.