Ifa Administrator

IFA Administrator Location: Bromsgrove Reference: JL - 1380 Salary: £25,000 - £30,000 per annum (dependent on experience) + Quarterly Bonus Our client, a reputable family-run wealth management firm based in Cofton Hackett, is seeking a motivated IFA Administrator to join their dynamic team. This is a fantastic opportunity for someone with IFA administration experience who is looking to grow in a regulated environment, with structured support toward becoming a chartered planner. About the Role As the IFA Administrator, you will work closely with Independent Financial Advisors (IFAs), paraplanners, and other administrators to deliver a high level of client service. You’ll support the onboarding process, coordinate client meetings, and ensure compliance throughout the client journey. Key Responsibilities * Assisting IFAs and paraplanners with the full client onboarding process. * Managing day-to-day communications with clients and providers. * Preparing documentation for client meetings, including quotes, valuations, and literature. * Submitting and following up on applications to ensure case completion. * Maintaining data accuracy in back-office systems for compliance and MI reporting. * Handling fund switches, withdrawals, and supporting report writing. Key Requirements * Minimum of 2 years’ experience in an IFA administration role. * Strong written and verbal communication skills. * CII Financial Services Exam pass desired. * Attention to detail, organisational skills, and proficiency with various software systems. Benefits * Bonus: Quarterly bonus of up to £500, based on individual and company performance. * Progression: Full training and exam support for chartered planning, including 1-on-1 coaching. * Additional Benefits: Private medical insurance, Bupa cash plan, and company pension (post-probation). * Holiday: 20 days plus bank holidays, with an additional day per year after the first year. Schedule * Full-time, Monday to Friday, 8am - 5pm * 100% office-based role with on-site parking. If you’re looking for a supportive environment that fosters growth and values attention to detail, this could be the role for you. Apply today to join a team where your contribution truly makes a difference