Ifa Administrator

Reed; Birmingham; On-site; GBP 30,000; Full time

Job summary

A financial advisory company in Birmingham seeks an experienced IFA Administrator to enhance service delivery within their growing team. The ideal candidate will have at least 2 years of experience in a similar role, excellent communication skills, and a strong understanding of financial services compliance. The role offers a competitive salary of up to £30,000 and excellent support, including 31 days of annual leave and extensive employee benefits.

Benefits

31 days annual leave

Income protection

Life insurance

Employee assistance program

Support for financial and personal well-being

Access to virtual GP appointments

Company sick pay

Qualifications

• Experienced in a similar role for at least 2 years.
• Strong knowledge of compliance regulations in finance.
• Excellent verbal and written communication abilities.

Responsibilities

• Collaborate with office managers to deliver compliant services.
• Process new business applications efficiently.
• Maintain accurate back-office records.
• Aid in research and report preparation.

Skills

2 years' experience as an IFA Administrator

Understanding of financial services and compliance

Communication skills

Interpersonal skills

Proficiency in financial planning software

Ability to work in a team and independently

Job description

IFA Administrator

• Annual Salary: up to £30k
• Location: Bromsgrove, Warwick, Edgbaston
• Job Type: Full-time

Join a large, dynamic Financial Advisory business that offers whole market advice across the UK. We are seeking an experienced IFA Administrator to join their team in Bromsgrove, Warwick or Edgbaston. This role offers great support, excellent benefits, and opportunities for career progression due to their growth plans.

Responsibilities

• Work closely with office managers and financial planners to ensure efficient, high-quality, and compliant service delivery.
• Process new business applications and communicate effectively with clients and providers.
• Ensure all documentation is compliant with industry standards.
• Assist with research and the preparation of basic reports.
• Update and maintain accurate back-office information.

Required Skills & Qualifications

• Preferably 2 years\' experience as an IFA Administrator.
• Strong understanding of financial services and compliance requirements.
• Excellent communication and interpersonal skills.
• Proficiency in using financial planning software and tools.
• Ability to work effectively in a team and independently.

Benefits

• Competitive salary range of up to £30,000, dependent on experience.
• 31 days annual leave, including bank holidays.
• Income protection from day one.
• Life insurance.
• Employee assistance program.
• Support for financial and personal well-being.
• Access to virtual GP appointments.
• Company sick pay.

To apply for this IFA Administrator position, please apply below.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator