IFA Admin

Integro Partners Ltd; West Midlands; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

Integro Partners Ltd in North Birmingham is seeking an IFA Administrator to join a forward‑thinking wealth management team. You will support advisers, maintain client records, and help deliver high-quality, compliant advice across the full process.

Two years’ experience in financial services is preferred, with proficiency in Intelligent Office and MS Office, and a proactive approach to transactions and client communications. Hybrid options may be considered.

Qualifications

• Minimum 2 years experience in financial services.
• Proficient with Intelligent Office and MS Office.
• Experience with platform and off-platform transactions.
• Familiar with Transact, AJ Bell, or Standard Life platforms.
• Experience with CashCalc, IRESS Exchange and FE Analytics.
• Excellent written and verbal communication.
• Strong organisational skills and attention to 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

Financial services experience

Attention to detail

Organisational skills

Communication skills

Tools

Intelligent Office

MS Office

Transact

AJ Bell

Standard Life

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.