IFA Administrator

CKB Recruitment; Broadway; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

Paid day off for your birthday

Private medical insurance

Group income protection

Critical illness and life insurance

Electric car scheme

Casual dress code

Comprehensive training and ongoing PD

Job summary

Broadway, Worcestershire based financial planning firm seeks an experienced IFA Administrator to join its Client Services team. You will support advisers, process applications, and ensure client records are up to date and compliant.

Key duties include processing new business, liaising with providers, handling enquiries, and maintaining data in Intelligent Office. The role requires prior IFA/wealth management experience and strong organisational skills.

Qualifications

• Previous experience in an IFA administration, financial planning support or wealth management administration role.
• Experience supporting financial advisers and processing financial-services business.
• Understanding of financial products and regulated advice environment.
• Excellent organisation and time-management skills.
• Ability to manage several cases and competing priorities.
• Strong written and verbal communication skills.
• Professional and client-focused approach.
• Five GCSEs at grade C/4 or above, including Maths and English.

Responsibilities

• Processing new business applications and associated client documentation.
• Chasing providers and monitoring applications through to completion.
• Responding professionally to enquiries from clients, advisers and product providers.
• Preparing quotations, applications and key information for client meetings.
• Completing electronic identity verification and maintaining accurate client data.
• Supporting advisers with client cash management and placing trades through provider platforms.
• Maintaining client and policy records using Intelligent Office.
• Uploading, checking and organising documentation in line with company procedures.
• Managing incoming calls, correspondence and documentation.
• Taking ownership of assigned tasks and ensuring deadlines are met.
• Supporting the wider team in delivering an efficient and consistently high standard of client service.
• Handling confidential client information securely and in accordance with regulatory requirements.

Skills

IFA administration

financial services support

regulatory environment

organisation

communication skills

attention to detail

GCSEs Maths English

Education

GCSEs Maths and English

Tools

Intelligent Office

Job description

IFA Administrator

Broadway, Worcestershire £27,000-£32,000 Excellent Benefits

Are you an experienced IFA Administrator or Client Services professional looking to join a progressive financial planning business where your work will be genuinely valued?

We are recruiting for a well-established and forward-thinking independent financial advice firm that prides itself on delivering an exceptional service to its clients. You will join a friendly and supportive Client Services team, providing high-quality administrative support to financial advisers and helping ensure every stage of the client journey runs smoothly.

Previous experience working in an IFA support, financial planning administration or wealth management administration role is essential. This is not an entry-level position, and applications without relevant industry experience cannot be considered.

The Role

As a Client Services Associate, you will support a team of advisers with the administration of new and existing business.

You will act as an important link between clients, advisers and product providers, ensuring applications are processed accurately, queries are resolved promptly and client records remain complete and up to date.

Your responsibilities will include:

• Processing new business applications and associated client documentation
• Chasing providers and monitoring applications through to completion
• Responding professionally to enquiries from clients, advisers and product providers
• Preparing quotations, applications and key information for client meetings
• Completing electronic identity verification and maintaining accurate client data
• Supporting advisers with client cash management and placing trades through provider platforms
• Maintaining client and policy records using Intelligent Office
• Uploading, checking and organising documentation in line with company procedures
• Managing incoming calls, correspondence and documentation
• Taking ownership of assigned tasks and ensuring deadlines are met
• Supporting the wider team in delivering an efficient and consistently high standard of client service
• Handling confidential client information securely and in accordance with regulatory requirements

What We're Looking For

To be considered, you must have:

• Previous experience in an IFA administration, financial planning support or wealth management administration role
• Experience supporting financial advisers and processing financial-services business
• A working understanding of financial products, provider processes and the regulated advice environment
• Excellent organisation and time-management skills
• The ability to manage several cases and competing priorities simultaneously
• Strong written and verbal communication skills
• A professional and client-focused approach
• Good attention to detail and a commitment to accuracy
• Confidence using technology and learning new systems
• Five GCSEs at grade C/4 or above, or equivalent, including Maths and English

Previous experience using Intelligent Office would be advantageous, although it is not essential.

What's on Offer?

• Salary of £27,000-£30,000, depending on experience
• Permanent, full-time employment
• A paid day off for your birthday
• Flexible benefits, including options such as private medical insurance
• Group income protection, critical illness and life insurance options
• Electric car scheme
• Casual dress code
• Comprehensive training and ongoing professional development
• A supportive working environment with opportunities to build your knowledge and progress

This is an excellent opportunity for an experienced IFA support professional who enjoys being organised, helping clients and working closely with financial advisers.