Senior IFA Administrator – Financial Planning Practice

Bell Cornwall; Sutton Coldfield; On-site; GBP 28,000 - 35,000; Full time

Job summary

Bell Cornwall Recruitment is seeking an experienced IFA administrator to support Independent Financial Advisors at a boutique firm in Sutton Coldfield. This office-based role is not entry-level and requires handling day-to-day administration within an IFA practice.

You will manage client communications, diary schedules, and processing of pensions, investments, ISAs and protection applications, ensuring accuracy and compliance across all tasks.

Qualifications

• Previous experience as a Financial Services Administrator within an IFA or financial planning firm.
• Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications.
• Good understanding of pensions, investments, ISAs and protection products.
• Excellent organisational skills and exceptional attention to detail.
• Strong communication and customer service skills.

Responsibilities

• Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person.
• Managing advisers’ diaries and arranging client meetings.
• Preparing client meeting packs, valuations and review documentation.
• Processing new business for pensions, investments, ISAs and protection policies.
• Submitting applications and ensuring all documentation is accurate and compliant.
• Monitoring applications through to completion and keeping clients and advisers updated on progress.
• Using provider platforms to obtain valuations, process transactions, request information and service existing business.
• Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information.
• Preparing paperwork for annual reviews and ongoing client servicing.

Skills

Diary management

Client service

Communication skills

Organisational skills

New business processing

Tools

Provider platforms

Online systems

Valuations processing

Job description

Bell Cornwall Recruitment is seeking an experienced IFA administrator to support Independent Financial Advisors at a boutique firm in Sutton Coldfield. This office-based role is not entry-level and requires handling day-to-day administration within an IFA practice.

You will manage client communications, diary schedules, and processing of pensions, investments, ISAs and protection applications, ensuring accuracy and compliance across all tasks.