IFA Administrator

IDEX Consulting; Birmingham; Hybrid; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking an IFA Administrator to join their dynamic team in Birmingham. This role offers a blend of administrative support to Financial Planners, ensuring a high level of client satisfaction through effective communication and operational excellence. You will be responsible for maintaining back-office systems, preparing meeting packs, and liaising with clients and operational teams. The position comes with hybrid working flexibility, competitive salary, and a range of benefits that promote work-life balance. If you are passionate about delivering exceptional client service in the financial sector, this opportunity is perfect for you.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven experience in the financial services industry is essential.
• Strong client service ethic and excellent communication skills required.

Responsibilities

• Provide administrative support to Financial Planners and ensure client satisfaction.
• Maintain client records and back-office systems in compliance with policies.

Skills

Client service ethic

Communication skills

Organisational skills

Problem-solving

Ability to work under pressure

Job description

My client, a top tier Financial Planning practice is currently looking for an IFA Administrator to join their team in Birmingham with hybrid flexibility.

The Role:

• To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with the company policies.
• Request policy information from third party policy providers if applicable.
• Liaise with operational teams where support is provided on activities, e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• Preparation of meeting packs and valuations.

To be successful in this role, you should have:
Proven experience working in the financial services industry.
A strong ethic of client service.
Ability to work under pressure and to prioritise work.
Excellent communication skills both written and verbal, influencing and organisational skills.
Ability to use judgement and reasoning to propose solutions to problems.

Benefits include:
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model
Generous holiday package
Option to purchase additional holiday
Shared parental leave

For more information please contact me on 07441 349915 or email [e-mail]