Ifa Administrator

2 months ago

Bromsgrove, United Kingdom CV-Library Full time

IFA Administrator
Location: Bromsgrove
Reference: JL - 1380
Salary: £25,000 - £30,000 per annum (dependent on experience) + Quarterly Bonus
Our client, a reputable family-run wealth management firm based in Cofton Hackett, is seeking a motivated IFA Administrator to join their dynamic team. This is a fantastic opportunity for someone with IFA administration experience who is looking to grow in a regulated environment, with structured support toward becoming a chartered planner.
About the Role
As the IFA Administrator, you will work closely with Independent Financial Advisors (IFAs), paraplanners, and other administrators to deliver a high level of client service. You’ll support the onboarding process, coordinate client meetings, and ensure compliance throughout the client journey.
Key Responsibilities
* Assisting IFAs and paraplanners with the full client onboarding process.
* Managing day-to-day communications with clients and providers.
* Preparing documentation for client meetings, including quotes, valuations, and literature.
* Submitting and following up on applications to ensure case completion.
* Maintaining data accuracy in back-office systems for compliance and MI reporting.
* Handling fund switches, withdrawals, and supporting report writing.
Key Requirements
* Minimum of 2 years’ experience in an IFA administration role.
* Strong written and verbal communication skills.
* 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.
If you’re looking for a supportive environment that fosters growth and values attention to detail, this could be the role for you. Apply today to join a team where your contribution truly makes a difference

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