IFA Administrator

IFA Administrator

Cofton Hackett (B45) then moving to Bromsgrove

Salary: £26,000-£30,000 per annum (dependent on experience and qualifications) 


An exciting opportunity has arisen for a motivated and detail-oriented IFA Administrator to join a growing and forward-thinking financial services business. This role offers excellent exposure to a wide range of administrative and technical responsibilities, supporting financial advisers in delivering high-quality service to clients.

This is an ideal position for someone looking to build a long-term career within financial services, with training, development, and exam support provided.

IFA Administrator Key Responsibilities

• Booking annual client reviews via telephone, email, and post, with consistent follow-up

• Preparing annual review packs, including valuations, fund factsheets, and compliance documents

• Managing the end-to-end annual review process and maintaining accurate records for reporting

• Handling day-to-day enquiries from clients and providers

• Obtaining relevant information from product providers

• Making outbound calls and managing inbound communications

• Preparing for client meetings, including quotes, valuations, and supporting documentation

• Submitting applications and documentation to providers

• Inputting new business into back-office systems in line with procedures

• Processing fund switches as instructed by clients

• Assisting with report writing

The successful IFA Administrator will have the following skills and experience

• Self-motivated and highly organised

• Client-focused with a professional approach

• Proactive, positive, and an excellent communicator

• Confident on the telephone with strong rapport-building skills

• Proficient in Microsoft Office and general computer systems

• Highly accurate with strong attention to detail

• Able to multitask and meet deadlines independently

• A strong team player with a commitment to high standards

• Discreet and trustworthy when handling confidential information

• Experienced in administration (minimum 12 months preferred)

In return you can expect to receive a :-

• Competitive salary with bonus scheme

• Company pension

• Private medical insurance (after probation)

• Financial services exam support

• Structured working hours (37.5 hours per week)

• Monday to Friday schedule – no weekend work, office based role

• Opportunity to train, develop, and grow within a supportive team environment

If you are looking to develop your career in financial services within a supportive and ambitious environment, this could be the perfect opportunity for you. If you think you have the skills and experience that my client is looking for then click APPLY with your updated CV.