IFA Administrator

5 days ago


Bromsgrove, United Kingdom mbf. Full time

IFA Administrator – Bromsgrove Salary : Up to £30,000 (DOE) + benefits + bonus A successful and growing Wealth Management and Financial Planning firm in Bromsgrove is seeking an experienced IFA Administrator / Financial Services Administrator to join their friendly team. This is a fantastic opportunity for someone with experience in the financial advice sector to progress their career in a supportive and professional environment. Key Responsibilities Provide day-to-day administrative support to Financial Advisers and Paraplanners Process new business applications across pensions, investments, protection, and savings products Prepare client valuations, review packs, and reports Maintain and update client records on back-office systems Liaise with product providers and clients to obtain policy information and documentation Ensure compliance requirements are met and processes are followed accurately Support advisers with diary management and client meeting preparation Candidate Requirements Previous experience as an IFA Administrator, Wealth Management Administrator, or Financial Services Administrator Knowledge of financial products (pensions, investments, ISAs, protection) and platforms Excellent administration and organisational s... #J-18808-Ljbffr


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