IFA Adminstrator

Ortus PSR; Meriden; Hybrid; GBP 26,000 - 34,000; Full time

Job summary

Ortus PSR in Meriden is seeking an experienced IFA Administrator to support a Financial Adviser and Paraplanner in a West Midlands office. The role is permanent with hybrid working and a 26,000–34,000 GBP salary plus benefits.

The successful candidate will contribute to a client-centric service, ensuring accuracy, timely applications, and compliant processing across the full financial planning spectrum.

Qualifications

• Experience in an IFA or Wealth Management administration role.
• Experience processing new business, annual reviews and fund switches or rebalances.
• Experience with product providers and investment platforms.
• Working knowledge of FCA compliance requirements in a regulated advice environment.

Responsibilities

• Prepare new business application packs and submit to providers and platforms.
• Chase progress, resolve queries with providers, and issue policy documentation to clients.
• Create illustrations, investment quotes, and provider valuations as required by the adviser.
• Prepare client review packs, valuation reports, and supporting docs for annual reviews.

Skills

Wealth management admin

New business processing

Investment platforms

FCA compliance

Job description

IFA Administrator - Meriden, West Midlands Office Based £26,000-£34,000 + Benefits hybrid working

Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff.

We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day.

This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience.

The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable.

WHAT YOU WILL BE DOING

• Preparing new business application packs, completing and submitting applications to product providers and platforms
• Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients
• Creating illustrations, investment quotes, and provider valuations as required by the adviser
• Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings
• Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales
• Liaising with investment platforms and providers to confirm execution and resolve any discrepancies

WHAT YOU WILL NEED

• Experience in an IFA or Wealth Management administration role
• Demonstrable experience processing new business, annual reviews, and fund switches or rebalances
• Experience working with product providers and investment platforms
• Working knowledge of FCA compliance requirements in a regulated advice environment