IFA Administrator

Integro Partners; Birmingham; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Integro Partners is seeking an IFA Administrator based in Warwick with hybrid working flexibility. The successful candidate will have at least five years of experience in IFA administration, demonstrating excellent communication skills and strong product knowledge. The role involves client interaction, processing submissions, and ensuring compliance with MIFID II, all within a values-driven team dedicated to enriching client lives.

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.
• Team-oriented and adaptable.

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.

Skills

Communication Skills

Client-focused Approach

Organizational Skills

Attention to Detail

Proactive Attitude

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!