IFA Administrator — Hybrid Role in Wealth Management

Integro Partners; Sutton Coldfield; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

A wealth management firm in North Birmingham seeks an experienced IFA Administrator to enhance client service and support advisers. In this role, you will manage client records, ensure precision in transactions, and streamline administrative processes. Candidates should have at least 2 years of experience in financial services, proficiency in MS Office, and ideally in Intelligent Office. The firm offers a supportive environment with hybrid working options and opportunities for progression.

Benefits

Supportive environment

Opportunities for development

Hybrid work options

Qualifications

• Minimum 2 years experience in financial services.
• Confident using Intelligent Office and MS Office.
• Practical experience with platform and off-platform transactions.

Responsibilities

• Maintain client records in Intelligent Office.
• Build relationships with advisers and the wider team.
• Handle client transactions and queries.

Skills

Financial services experience

MS Office

Client relationship management

Communication skills

Organisational skills

Tools

Intelligent Office

CashCalc

IRESS Exchange

FE Analytics

Job description

A wealth management firm in North Birmingham seeks an experienced IFA Administrator to enhance client service and support advisers. In this role, you will manage client records, ensure precision in transactions, and streamline administrative processes. Candidates should have at least 2 years of experience in financial services, proficiency in MS Office, and ideally in Intelligent Office. The firm offers a supportive environment with hybrid working options and opportunities for progression.