Senior IFA Administrator – Financial Planning Support

Bell Cornwall Recruitment; Birmingham; On-site; GBP 28,000 - 35,000; Full time

Job summary

Bell Cornwall Recruitment are seeking an experienced IFA administrator to support Independent Financial Advisors at a boutique practice in Sutton Coldfield. Office-based role with a salary of £28,000 to £35,000 depending on experience, reflecting the level of responsibility and expertise required.

The successful candidate will manage day-to-day admin, coordinate client meetings, process new business across pensions, investments, ISAs and protection, and ensure accuracy and regulatory compliance.

Qualifications

• Not an entry-level role; must join and manage day-to-day admin in an IFA practice.
• Experience as Financial Services Administrator in an IFA or financial planning firm desired.
• Good understanding of pensions, investments, ISAs and protection products.
• Excellent organisational skills and exceptional attention to detail.
• Strong communication and customer service skills.

Responsibilities

• Be the first point of contact for clients by phone, email and in-person.
• Manage advisers' diaries and arrange client meetings.
• Prepare client meeting packs, valuations and review documents.
• Process new business for pensions, investments, ISAs and protection policies.
• Submit applications and ensure all documentation is accurate and compliant.
• Monitor applications through to completion and keep clients/advisers updated.
• Liaise with investment platforms, pension providers and insurers to resolve queries.
• Prepare paperwork for annual reviews and ongoing client servicing.

Skills

Financial services admin

Provider platforms

Pensions / Investments / ISAs

Organisational skills

Communication & customer service

Job description

Bell Cornwall Recruitment are seeking an experienced IFA administrator to support Independent Financial Advisors at a boutique practice in Sutton Coldfield. Office-based role with a salary of £28,000 to £35,000 depending on experience, reflecting the level of responsibility and expertise required.

The successful candidate will manage day-to-day admin, coordinate client meetings, process new business across pensions, investments, ISAs and protection, and ensure accuracy and regulatory compliance.