Full job descriptionIFA Administrator
Salary: Up to £30,000
Location: Bromsgrove
Hybrid working
Are you an experienced Financial Services Administrator looking for your next career opportunity? This is an excellent opportunity to join a professional and supportive financial planning team, providing essential technical and administrative support to Financial Advisers and their clients.
You’ll play a key role in delivering exceptional client service, building strong relationships, and ensuring clients receive a professional, efficient, and seamless experience.
The business are a market leading wealth Management organisation who pride on their culture and their client centric approach.
The Role
As an IFA Administrator you will provide high-quality administrative and technical support to Financial Advisers, helping to manage client requests from start to finish.
This is a varied role within a fast-paced financial services environment, requiring excellent organisation, attention to detail and a proactive approach to client servicing.
Key Responsibilities
*Act as the first point of contact for client queries, delivering excellent customer service
*Build and maintain strong relationships with Advisers, clients and internal support teams
*Manage client requests from initial enquiry through to completion, ensuring clear communication and timely updates
*Liaise with providers and investment platforms to progress client requests and escalate issues where necessary
*Provide technical and administrative support to allocated Financial Advisers
*Prepare client review packs, fact finds, illustrations and new business documentation
*Complete pre-population of forms and support AML and money laundering checks
*Conduct research for straightforward recommendations and assist with suitability letters
*Liaise with the Paraplanning team where required
*Prepare and submit new business applications for processing
*Coordinate and oversee payment requests
*Maintain accurate and up-to-date client records and internal systems
*Manage incoming post and adviser diaries where required
*Monitor daily workflow, ensuring tasks are completed within agreed service levels
*Identify opportunities to improve internal processes and client outcomes
*Ensure all activities comply with internal policies, procedures and FCA requirements
About You
*Previous experience within a Financial Services or IFA support role is essential
*Sound knowledge of financial products, including pensions, investments and protection
*Experience using a variety of financial platforms and back-office systems
*Proficient in Microsoft Word, Excel, Teams and Outlook
*Excellent communication and relationship-building skills
*Strong organisational skills and the ability to prioritise workloads effectively
*Exceptional attention to detail and accuracy
*Confident working independently and taking ownership of tasks
*Flexible, positive and proactive approach
*GCSEs in English and Maths at grades 5-9 or equivalent
Relevant financial services qualifications would be advantageous.
Key Skills & Competencies
*Strong client relationship management
*Excellent problem-solving abilities
*Effective time management and organisation
*Clear and professional written and verbal communication
*High levels of accuracy and attention to detail
*Ability to work effectively in a fast-paced environment
*Proactive approach to continuous improvement
*Commitment to quality, professionalism and excellent client outcomes
Why Apply?
This is a fantastic opportunity to develop your career within financial services, working closely with Financial Advisers and a wider support team. You’ll have the opportunity to take ownership of your work, develop your technical knowledge and contribute to delivering exceptional client outcomes.
If you’re an organised, motivated and client-focused professional looking for your next opportunity, we’d love to hear from you.
Apply today via NJR Recruitment or call quoting the reference NJR17117
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.