Ifa Administrator

Paradigm Employment Services; Metropolitan Borough of Solihull; On-site; GBP 28,000 - 34,000; Full time

Benefits offered by this job

Pension scheme

Career development opportunities

On-site role

Job summary

Paradigm Employment Services Ltd. is seeking a Financial Administrator (IFA) in the Solihull area to support a leading wealth management and financial advisory firm.

You will ensure FCA compliance, maintain client records, and prepare documentation for meetings while handling policy changes with multiple providers. The role requires 1–2 years in financial services, familiarity with Intelligent Office or iPipeline, and strong communication skills.

Qualifications

• 1–2 years minimum experience in financial services
• Knowledge of Intelligent Office and iPipeline preferred
• Excellent communication and customer service skills
• Ability to work well under pressure
• Experience managing a rolling caseload of 30–40 client applications and servicing requests

Responsibilities

• Comply with FCA regulation, Data Protection and AML legislation
• Prepare documentation for meetings, set up client records and gather existing plan information
• Accurately maintain all client records with any activity undertaken
• Action changes to clients' policies from fund switches, withdrawals to income payments
• Prepare applications for different plan types with multiple providers
• Process completed applications including trust documents and monitor progress through completion
• Update business trackers and maintain client records with notes
• Check adviser meeting notes and provider correspondence and set up accurate work tasks
• Attend and contribute to team and staff meetings
• Take responsibility for workload and proactive problem solving
• Undertake personal training to maintain knowledge and communicate to team

Skills

Excellent communication

Customer service

Work well under pressure

Problem solving

Education

Experience in financial services

Tools

Intelligent Office

iPipeline

Job description

Financial Administrator (IFA)

An exciting opportunity has arisen for a Financial Administrator to join one of the UK's leading wealth management and financial advisory firms, based in the Solihull area. Renowned for their exceptional client service, forward-thinking approach, and long-standing reputation for excellence, this organisation continues to make an impactful difference in the lives of the individuals and businesses they support.

Finance is at the heart of every successful organisation, and this role is a key part of ensuring the smooth and effective operation of the business. We are looking to speak with applicants who can demonstrate strong commitment, genuine enthusiasm, and a proactive approach, individuals who are eager to contribute to a high-performing and respected team.

Main Responsibilities for the successful Financial Administrator:

• Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
• Prepare documentation for meetings, set up client records and gather existing plan information.
• Accurately maintain all client records with any activity undertaken.
• Action changes to clients' policies as instructed from fund switches, withdrawals to income payments.
• Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20+ different providers with varying requirements and processes.
• Process completed applications including trust documents and monitor progress via regular chase-ups through to successful completion.
• Update business trackers and actively maintain the client record with notes regarding all activity undertaken.
• Check adviser meeting notes and provider correspondence and use experience and knowledge to correctly identify all action required and set up accurate work tasks.
• Attend and contribute to Team and staff meetings.
• Take responsibility for managing own workload and proactive problem solving.
• Undertake personal training to maintain and develop knowledge and communicate to rest of team.

About the successful Financial Administrator:

• One to two years' minimum experience of working in financial services
• Knowledge of the Financial industry related products/ back-office systems (Intelligent Office, iPipeline preferred)
• Excellent Communication and Costumer service skills
• Ability to work well under pressure
• Experience working large client base and different providers
• Experience in actively managing and monitoring a rolling caseload of 30 to 40 client applications and servicing requests.
• Adapt to a fast-changing environment working with Team Leader and Senior Managers as well as helping other staff

What we offer in return to the successful Financial Administrator:

• Salary negotiable ( £28,000- £34,000 Per annum)
• Monday to Friday- on site based
• UK's leading wealth management pension scheme
• Unrivalled career development prospects
• National Training and ability to up skill your existing skill set.