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IFA Admin

Posted: 06/01/26
Recruiter:Integro Partners
Reference:3055505712
Type:Permanent
Salary:£27,000 - £32,000 Annual
Location:Sutton Coldfield, West Midlands
Description: IFA Administrator North Birmingham £27,000 £32,000 + Benefits

Are you an experienced IFA Administrator looking to join a forward-thinking, client-focused wealth management firm in North Birmingham?

This is an excellent opportunity to become part of a growing business where collaboration, precision, and progression are genuinely valued. You ll be joining a supportive, close-knit team working alongside experienced advisers to deliver exceptional client service across the full advice process.

The Role You ll play a key role in ensuring smooth day-to-day operations, supporting advisers and paraplanners, and maintaining accurate client records.
Your attention to detail and proactive approach will help the business deliver high-quality, compliant advice efficiently.

Key Responsibilities:
  • Accurately maintain client records in Intelligent Office, including onboarding new clients and ongoing servicing
  • Build strong working relationships with advisers and the wider team
  • Review and improve administrative processes for efficiency and consistency
  • Submit new business cases accurately, managing client expectations throughout
  • Handle client transactions withdrawals, deposits/top-ups, and fund switches
  • Issue letters of authority and liaise with providers to ensure prompt responses
  • Manage client queries professionally via phone and email
  • Support the client review process booking meetings, updating cashflows, and preparing review packs and valuations
  • Produce protection and investment illustrations
  • Manage your own workload effectively and keep advisers updated on progress
Skills & Experience Required
  • Minimum 2 years experience in financial services (essential)
  • Confident using Intelligent Office (desirable) and MS Office (essential)
  • Practical experience with platform and off-platform transactions (essential)
  • Knowledge of Transact, AJ Bell, or Standard Life platforms (desirable)
  • Familiarity with tools such as CashCalc, IRESS Exchange, and FE Analytics
  • Excellent written and verbal communication skills with a high professional standard
  • Strong organisational skills and a keen eye for detail
The Offer
  • Salary: £27,000 £32,000 (dependent on experience)
  • Location: North Birmingham (hybrid options may be considered)
  • Supportive environment with genuine opportunities for development and progression
If you re an IFA Administrator who takes pride in providing exceptional service and enjoys working within a dynamic advice team, we d love to hear from you.

Apply now or reach out directly for a confidential conversation about your next move in the UK wealth management market.

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