IFA Administrator

Bromsgrove - UK

Monthly Salary: Not Disclosed

Posted on: 16 days ago

Vacancies: 1 Vacancy

Job Summary

IFA Administrator

Located near Bromsgrove office based

Salary DOE

Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers by ensuring client records documentation and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.

Key Responsibilities

Provide full administrative support to advisers and paraplanners.
Prepare and process new business applications client reviews and policy administration.
Maintain and update client records and financial planning systems with accuracy.
Produce valuations illustrations and reports as required.
Liaise with providers clients and other stakeholders to obtain policy information and updates.
Ensure compliance and regulatory requirements are met.
Handle correspondence via phone email and post ensuring queries are dealt with promptly.
Support the preparation of client meetings including producing packs and documentation.

About You

Previous experience in an Administrative role (essential)
Previous experience in financial services (IFA/wealth management background) (desirable)
Knowledge of financial products (pensions investments mortgages) is an advantage.
Excellent organisational skills with high attention to detail and accuracy.
Confident communicator able to liaise professionally with clients and providers.
Proficient in Microsoft Office (Word Excel Outlook) and comfortable learning new systems.
Ability to prioritise tasks and work effectively under pressure.
A proactive team player with a positive can-do attitude.

IFA AdministratorLocated near Bromsgrove office basedSalary DOEOur client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers by ensuring client records documentation and compliance requirements are...