IFA Administrator

Eden Rose; Birmingham; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Hybrid work pattern

Training & development

Professional qualifications

Clear progression opportunities

Job summary

Eden Rose is seeking an experienced IFA Administrator to join a busy independent financial planning team in Birmingham. This hybrid role offers 4 days in the office and 1 day from home, with a salary of £28,000–£32,000 plus training and development, professional qualifications and clear progression opportunities.

In this role you provide administration support to Financial Advisers, process new business, assist with suitability reports, liaise with advisers and clients, and help maintain

Qualifications

• Previous IFA / financial services administration experience advantageous
• Strong administration and organisational skills
• Excellent attention to detail
• Comfortable working in a busy environment
• Professional and confident communicator
• Client-focused and commercially aware
• Strong team player with a positive, can-do attitude
• Experience with suitability reports and new business desirable
• Most importantly, someone who fits the team and is happy to get stuck in

Responsibilities

• Provide administration support to Financial Advisers
• Process new business and support ongoing client servicing
• Assist with suitability reports and associated administration
• Liaise with advisers, Paraplanners and clients
• Manage a busy workflow and competing priorities
• Support the team with a high volume of client activity
• Work across dedicated new-business and ongoing-client-service functions
• Maintain accurate records and ensure work is completed efficiently

Skills

Administration

Organisation

Attention to detail

Communication

Job description

IFA Administrator, Henley in Arden

Hybrid (4 days in office / 1 from home)

£28,000 – £32,000 + 1 Day Home Working + training & development + professional qualifications + clear progression opportunities

Are you an experienced IFA Administrator looking to join an established and growing independent financial planning business?

Job Ref

91087

Location

Birmingham

Salary

£29,000 - £32,000 Per Annum

Employment Type

Permanent

• Location: BIRMINGHAM, West Midlands
• Type: Permanent
• Job #91087
• Salary: £29,000 - £32,000 Per Annum

This is an excellent opportunity to join a busy administration team, supporting advisers with new business, ongoing client servicing and wider financial planning administration.

The business is continuing to grow and is investing in its team, with genuine opportunities to progress internally. Existing employees have successfully moved from Administration into Paraplanning and Compliance, with training and professional qualifications supported by the business.

The Role

• Provide administration support to Financial Advisers
• Process new business and support ongoing client servicing
• Assist with suitability reports and associated administration
• Liaise with advisers, Paraplanners and clients
• Manage a busy workflow and competing priorities
• Support the team with a high volume of client activity
• Work across dedicated new-business and ongoing-client-service functions
• Maintain accurate records and ensure work is completed efficiently

The Person

• Previous IFA / financial services administration experience advantageous
• Strong administration and organisational skills
• Excellent attention to detail
• Comfortable working in a busy environment
• Professional and confident communicator
• Client-focused and commercially aware
• Strong team player with a positive, can-do attitude
• Experience with suitability reports and new business desirable
• Most importantly, someone who fits the team and is happy to get stuck in