IFA Administrator Assistant – Birmingham
Benefits:
- Private Medical Insurance
- Death In Service: 4X Salary
- 5% Employer Pension Contribution
- 28 days Holiday + Bank Holidays
- Remote/flexible working, 1 time a month in Birmingham office.
About Us: We are a 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 assistant you will play a key role in the day to-day administrative support to our team of financial advisers, helping to ensure the smooth and efficient running of the office and the delivery of outstanding service to our clients. This role is designed as a development position, with the opportunity to progress into a full IFA Administrator role over time as experience and knowledge grow.
Key Duties and Responsibilities:
- Fact Find Input: Accurately input client fact finds into the back-office system, ensuring data is complete, correct and compliant
- General Data Entry: Maintain accurate and up-to-date client records across internal systems
- Post Handling: Open, sort, scan, and distribute incoming post, ensuring all correspondence is uploaded promptly to client files
- Document Management: Scan, save and organise documents within the back-office system in line with compliance requirements
- Chasing Providers: Contact providers to obtain outstanding information, documents and updates.
Qualifications and Skills:
- No prior IFA experience required – entry-level opportunity
- Previous administrative or office experience advantageous but not essential
- Strong attention to detail and accuracy
- Good communication skills (written and verbal)
- Basic IT skills – Microsoft Office (Word, Excel, Outlook)
- Motivated to work in a structured and regulated environment
- Willingness to learn and develop within financial services
What’s next?
Apply today to be considered for this IFA Administrator Assistant opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, ifa admin, PA, client review, client delivery, business support, financial services