Financial Services Administrator

2 weeks ago


Bromsgrove, Worcestershire, United Kingdom Four Squared Recruitment Ltd Full time

We are partnering with a reputable family-run wealth management firm based in the UK to find a skilled IFA Administrator to join their dynamic team. This is a fantastic opportunity for someone with IFA administration experience to grow in a regulated environment with structured support towards becoming a chartered planner.

About the Role

The IFA Administrator will work closely with Independent Financial Advisors, paraplanners, and other administrators to deliver a high level of client service. Key responsibilities include maintaining data accuracy in back-office systems for compliance and MI reporting.

Key Requirements
  • Minimum of 2 years' experience in an IFA administration role.
  • CII Financial Services Exam pass desired.
  • Attention to detail, organisational skills, and proficiency with various software systems.
Benefits
  • Bonus: Quarterly bonus of up to £500, based on individual and company performance.
  • Progression: Full training and exam support for chartered planning, including 1-on-1 coaching.
  • Additional Benefits: Private medical insurance, Bupa cash plan, and company pension (post-probation).
  • Holiday: 20 days plus bank holidays, with an additional day per year after the first year.
Schedule
  • Full-time, Monday to Friday, 8am - 5pm.
  • 100% office-based role with on-site parking.

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