Senior IFA Administrator - Hybrid Working

Brevere Group; Birmingham; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A reputable wealth management practice in Birmingham seeks a proactive Senior IFA Administrator. The role offers hybrid working and requires relevant experience in an IFA environment. You will assist Financial Advisers by processing new business, maintaining client records, and managing client relationships.

Benefits

Generous salary package

Support for professional development

Hybrid working

Qualifications

• Experience in an IFA environment is essential.
• Capable of independent remote work.
• Relevant financial services administration experience.

Responsibilities

• Processing new business, including fund switches and pension transfers.
• Maintaining up-to-date client records.
• Handling client queries and onboarding new clients.

Skills

Knowledge of Microsoft Office

Ability to manage workload

Client service excellence

Tools

Enable

Fidelity

Job description

Are you an experienced financial planning administrator looking for a Senior IFA Administrator role in central Birmingham with hybrid working?

Due to continued success in providing fee-based advice to HNW clients, this wealth management practice is seeking a professional and proactive Financial Services Administrator to support a Financial Adviser.

Responsibilities include:

1. Processing new business, including fund switches, pension transfers, top-ups, and income payments.
2. Maintaining up-to-date client records.
3. Booking annual review meetings.
4. Preparing letters of authority.
5. Preparing meeting packs for client reviews.
6. Onboarding new clients, setting up records, and completing GDPR & AML requirements.
7. Handling client queries.

Candidate requirements:

1. Good working knowledge of Microsoft Office and Outlook.
2. Relevant experience within an IFA environment.
3. Experience with Enable and Fidelity would be advantageous.
4. Ability to manage workload effectively.
5. Capable of working independently when remote.

This role offers an excellent opportunity within a forward-thinking and innovative firm. You will be part of a vibrant team committed to continuous improvement and client service excellence. In return, you will receive a generous salary package and support for your professional development.

Hybrid working is available from the start, with in-office presence required two days per week.

By applying, you consent to the processing of your data in accordance with our Privacy Policy, available on our website.