Senior IFA Administrator (Remote)

Tekk Fusion; Birmingham; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Private Medical Insurance

Death In Service: 4X Salary

5% Employer Pension Contribution

28 days Holiday + Bank Holidays

Remote/flexible working, 1 timea month

Job summary

Tekk Fusion in Birmingham is seeking a Senior IFA Administrator to work from home with monthly office presence. You will provide essential administrative support to advisers and the team, handle client queries, and assist with regulatory document workflow to keep the office running smoothly.

The role demands strong organisational skills, clear communication, and fluency with back‑office systems. You should be able to work independently and collaboratively within a small team to meet deadlines.

Qualifications

• Proven experience in a similar administrative role, preferably within the financial services industry.
• Strong organisational skills with attention to detail.
• Excellent communication and interpersonal skills.
• Proficient in using back-office systems.
• Ability to work independently and collaboratively within a team.

Responsibilities

• Provide high-quality administrative support to advisers and the support team.
• Effectively communicate with clients and other parties to address queries.
• Accurately process applications and record management information.
• Collaborate with product providers, advisers, clients, and third parties to ensure timely case completion.

Skills

Admin experience

Organisational skills

Communication skills

Back-office systems

Teamwork / independence

Job description

Senior IFA Administrator - Birmingham/home based - Up to £35,000

Benefits:

• Private Medical Insurance
• Death In Service: 4X Salary
• 5% Employer Pension Contribution
• 28 days Holiday + Bank Holidays
• Remote/flexible working, 1 timea month in Birmingham office.

About Us:

We area reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated and detail-oriented individual to join our team as an IFA Administrator. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office.

Role Purpose:

As an IFA Administrator, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling queries from clients and other parties, preparing documentation, and ensuring compliance with regulatory requirements.

Key Duties and Responsibilities:

• Provide high-quality administrative support to advisers and the support team.
• Effectively communicate with clients and other parties to address queries.
• Accurately process applications and record management information.
• Collaborate with product providers, advisers, clients, and third parties to ensure timely case completion.

Qualifications and Skills:

• Proven experience in a similar administrative role, preferably within the financial services industry.
• Strong organisational skills with attention to detail.
• Excellent communication and interpersonal skills.
• Proficient in using back-office systems.
• Ability to work independently and collaboratively within a team.