Junior IFA Administrator

Jbs Ltd; Birmingham; On-site; GBP 24,000 - 25,000; Full time

Job summary

A financial advice firm in Stratford-upon-Avon is seeking a Junior IFA Administrator to join their team. This role involves providing administrative assistance, including data entry and client interactions. Ideal candidates should possess strong communication and organizational skills, with a keen attention to detail. Full training will be provided by experienced team members in a supportive work environment. The position offers a salary ranging from £24k to £25k per year.

Qualifications

• Previous administration experience preferred.
• Strong written and spoken English with clear communication skills.
• High attention to detail and accuracy when working with data.

Responsibilities

• Enter and maintain accurate client data.
• Produce client valuations and update records.
• Support new business processing as you gain experience.

Skills

Administration experience

Strong communication skills

Attention to detail

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Overview

Our client is a long-established Independent Financial Advice firm based in Stratford upon Avon, supporting clients with pensions, investments, and wider financial planning across Warwickshire and the surrounding areas. Due to continued growth, they are looking for a Junior IFA Administrator to join their close‑knit team. In this role, you will provide administrative support to the advisers and paraplanners, with full training given on systems and processes. You will be involved in data entry, valuations, new business administration and client contact, making this a great opportunity for someone who enjoys detail, organisation and speaking with people.

Responsibilities

• Enter and maintain accurate client data on Intelligent Office
• Produce client valuations and update schedules and records
• Support the processing of new business as you gain experience
• Answer incoming telephone calls and act as a first point of contact for clients
• Greet clients on arrival and assist with meeting preparation where required
• Handle general administration tasks to support advisers and paraplanners
• Scan, file and maintain documentation in line with internal procedure
• Learn and follow set processes for new business and client work
• Gradually develop towards basic report preparation as your knowledge grows

Qualifications

• Previous administration experience preferred
• Strong written and spoken English, with clear and confident communication skills
• Comfortable speaking with clients on the phone and in person
• Process driven, pragmatic and able to follow step‑by‑step procedures
• High attention to detail and accuracy when working with data and documents
• Competent user of Microsoft Word, Excel and Outlook
• Experience within financial services or with Intelligent Office is desirable but not essential

Benefits & Working Hours

• Office‑based, Monday to Friday, 9am to 5pm with a 1 hour lunch break
• 35 hour working week
• Full training provided by experienced team members
• Friendly, sociable and supportive team environment

Salary

£24k – £25k per year

Location

Stratford‑upon‑Avon, Warwickshire, England, United Kingdom