Ifa Administrator

Premier Jobs UK Ltd; West Midlands; Hybrid; GBP 28,000 - 30,000; Full time

Benefits offered by this job

Hybrid work pattern (4 days office, 1

Study leave for professional industry"

8% employer pension contribution

Private healthcare

Free onsite parking

Structured progression routes

Job summary

Premier Jobs UK Ltd in Meriden is seeking an IFA Administrator to support financial advisors with pensions, investments and protection case administration. The role offers a salary of 28,000 to 30,000 and a hybrid working pattern, combining four days in the office with one day at home, developing your knowledge in financial services.

You will handle the client journey from new business processing to preparing review documents, liaising with providers and keeping accurate records, with full study

Qualifications

• Experience in financial services administration would be beneficial but not essential.
• Excellent organisational skills with meticulous attention to detail.
• Genuine interest in building a long-term career within financial planning.
• Familiarity with retail investment platforms and provider portals.
• Working knowledge of personal pensions, investments, and protection products.

Responsibilities

• Process new business applications across investment platforms and pension providers.
• Track letters of authority to ensure timely case progression.
• Prepare client review packs and valuation documentation ahead of adviser meetings.
• Update client records and valuations on back-office systems.
• Liaise with product providers, platforms and clients to resolve inquiries.

Skills

Excellent organisational skills

Genuine interest in building a long‑l|

Job description

Joining a supportive team, this IFA Administrator opportunity based in Meriden offers a salary of 28,000 - 30,000 plus hybrid working. You will be working closely with experienced Financial Advisors, supporting them with the administration of pensions, investments and protection cases while developing your knowledge within financial services.

Where you fit in

As an IFA Administrator, you will play an important part in supporting advisors and ensuring client cases progress smoothly. This is a varied role where you will be involved in all aspects of the client journey, from processing new business through to preparing review documentation

A typical week

• Process new business applications across various investment platforms and pension providers
• Request, track, and chase letters of authority to ensure timely case progression
• Prepare comprehensive client review packs and valuation documentation ahead of adviser meetings
• Updating and maintaining accurate client records and valuations on internal back-office systems
• Liaise directly with product providers, platforms, and clients to resolve administrative enquiries

IFA Administrator Requirements

• Financial services administration experience would be beneficial but is not an essential requirement
• Excellent organisational skills with meticulous attention to detail (Essential)
• Genuine interest in building a long-term career within financial planning (Essential)
• Familiarity with retail investment platforms and provider portals (Desirable)
• Working knowledge of personal pensions, investments, and protection products (Desirable)

Who you'd be joining

You will join an established private-client financial planning practice with a collaborative, team-oriented culture that actively invests in staff development and client outcomes.

IFA Administrator Benefits

• Starting salary of 28,000 to 30,000, with flexibility for industry experienced candidates
• Hybrid working pattern of four days office-based and one day working from home
• Full financial support and study leave for professional industry qualifications
• 8% employer pension contribution following successful probation
• BUPA private healthcare cover post-probation
• Free onsite parking
• Structured internal training and defined progression routes within wealth management