IFA Administrator

Integro Partners; Birmingham; Hybrid; GBP 35,000; Full time

Job summary

A financial planning firm based in the UK is seeking an IFA Administrator to join their team. This hybrid role involves obtaining provider information, processing submissions, and ensuring compliance with regulations. Applicants must have at least 5 years of IFA administration experience and possess excellent communication skills. This position offers a salary of up to £35,000, along with holiday benefits and various employee assistance programs. If you're looking for a challenging yet rewarding environment, apply now!

Benefits

23 Days Holiday + Bank Holidays

Pension

Income protection

Life assurance

Employee assistance program

Wellness support

Financial wellbeing services

Qualifications

• Minimum 5 years IFA administration experience.
• Strong product knowledge and compliance awareness.
• Highly organised with exceptional attention to detail.

Responsibilities

• Obtaining and compiling provider information and client-specific illustrations.
• Running risk profiling via FE Analytics and assisting with research.
• Processing and tracking new business submissions across investments, pensions, protection, and mortgages.
• Communicating with clients, updating them on progress, and providing exceptional service.
• Preparing valuation reports, performance documentation, and review checklists.
• Managing fund switches, ensuring compliance with MIFID II requirements.
• Completing withdrawal instructions and maintaining accurate client records.
• Supporting and mentoring colleagues where required.

Skills

Excellent communication skills

Client-focused approach

Strong product knowledge

Compliance awareness

Highly organised

Attention to detail

Team-oriented

Proactive

Adaptable

Job description

IFA Administrator

Warwick Based
Hybrid Working (2 Days WFH)
Up to £35,000 DOE
23 Days Holiday + Bank Holidays (increasing with service)
Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services

Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work-life balance? Then this could be the role for you.

My client believes financial planning is about more than just advice it's about creating a roadmap for a life well‑lived. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with.

Responsibilities

• Obtaining and compiling provider information and client-specific illustrations
• Running risk profiling via FE Analytics and assisting with research
• Processing and tracking new business submissions across investments, pensions, protection, and mortgages
• Communicating with clients, updating them on progress, and providing exceptional service
• Preparing valuation reports, performance documentation, and review checklists
• Managing fund switches, ensuring compliance with MIFID II requirements
• Completing withdrawal instructions and maintaining accurate client records
• Supporting and mentoring colleagues where required

Required Experience

• Minimum 5 years IFA administration experience
• Excellent communication skills with a client‑focused approach
• Strong product knowledge and compliance awareness
• Highly organised with exceptional attention to detail
• Team‑oriented, proactive, and adaptable

Apply now for this exciting IFA Administrator role!