IFA Adminstrator
other jobs Ortus PSR
Added before 2 Days
- England,West Midlands,Coventry
- Full Time, Permanent
- £26,000 - £34,000 per annum
Job Description:
IFA Administrator – Meriden, West Midlands | Office Based | £26,000–£32,000 + Benefits | hybrid working
Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff.
We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall — they shape how decisions are made, how clients are treated, and how the team works together day to day.
This role suits an IFA Administrator who takes genuine pride in running things well — someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience.
The firm advises private clients across the full spectrum of financial planning needs — retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable.
WHAT YOU WILL BE DOING
* Preparing new business application packs, completing and submitting applications to product providers and platforms
* Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients
* Creating illustrations, investment quotes, and provider valuations as required by the adviser
* Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings
* Processing fund switches, portfolio rebalances, and other trades accurately and within the firm’s compliance timescales
* Liaising with investment platforms and providers to confirm execution and resolve any discrepancies
WHAT YOU WILL NEED
* Experience in an IFA or Wealth Management administration role
* Demonstrable experience processing new business, annual reviews, and fund switches or rebalances
* Experience working with product providers and investment platforms
* Working knowledge of FCA compliance requirements in a regulated advice environment
Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff.
We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall — they shape how decisions are made, how clients are treated, and how the team works together day to day.
This role suits an IFA Administrator who takes genuine pride in running things well — someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience.
The firm advises private clients across the full spectrum of financial planning needs — retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable.
WHAT YOU WILL BE DOING
* Preparing new business application packs, completing and submitting applications to product providers and platforms
* Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients
* Creating illustrations, investment quotes, and provider valuations as required by the adviser
* Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings
* Processing fund switches, portfolio rebalances, and other trades accurately and within the firm’s compliance timescales
* Liaising with investment platforms and providers to confirm execution and resolve any discrepancies
WHAT YOU WILL NEED
* Experience in an IFA or Wealth Management administration role
* Demonstrable experience processing new business, annual reviews, and fund switches or rebalances
* Experience working with product providers and investment platforms
* Working knowledge of FCA compliance requirements in a regulated advice environment
Job number 3727830
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