Senior IFA Administrator

TN United Kingdom; Birmingham; On-site; GBP 30,000 - 37,000; Full time

Job summary

A respected financial services practice in Sutton Coldfield is seeking a Senior IFA Administrator. The role involves providing administrative support to financial planners, processing new business, and maintaining client records. The ideal candidate will have prior experience in IFA or wealth management and be proficient with Intelligent Office. This is a full-time, on-site position with potential for hybrid working.

Benefits

Employer Group Pension Plan

4x Death in Service Cover

Private Health Insurance after two years

On-site Parking

Qualifications

• Previous experience in an IFA or wealth management firm is essential.
• Proficient with Intelligent Office (iO) and comfortable using web-based platforms.

Responsibilities

• Provide comprehensive administrative support to financial planners.
• Process new business and maintain client records accurately.
• Prepare documentation and reports for client meetings.

Skills

Organisational Skills

Attention to Detail

Tools

Intelligent Office (iO)

Job description

Location

SUTTON COLDFIELD

Salary £30000 - £37000 Type: Permanent Workplace: On-Site Ref: 88117

Sutton Coldfield | Full-Time | Salary: Competitive, based on experience

An opportunity has arisen for an experienced Senior IFA Administrator to join a respected financial services practice in Sutton Coldfield. This role is ideal for a career administrator with a strong background in supporting financial planners and advisers.

You will be joining a close-knit and busy team, where your ability to work independently and hit the ground running will be highly valued. Due to current team capacity, the successful candidate must be confident using industry systems and processes with minimal supervision.

Key responsibilities:

1. Provide comprehensive administrative support to financial planners
2. Process new business and maintain client records accurately
3. Liaise with providers and clients to ensure smooth workflow
4. Prepare documentation and reports for client meetings
5. Maintain and update Intelligent Office (iO) and other platforms

Requirements:

1. Previous experience in an IFA or wealth management firm is essential
2. Proficient with Intelligent Office (iO) and comfortable using web-based platforms
3. Strong organisational skills and attention to detail
4. Able to manage workloads autonomously in a fast-paced environment

Additional information:

1. Role is based in-office, with potential for hybrid working depending on experience
2. On-site parking available
3. Benefits include: employer group pension plan, 4x death in service cover, and private health insurance after two years

This is an excellent opportunity for a capable and experienced professional looking to take a key role within a highly professional and supportive environment.