IFA Administrator

Job Title: IFA Administrator

Industry: Financial Services

Location: Bromsgrove (Office-based)

Salary: £26,000 - £30,000 DOE

Reference Number: 10179

Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team.

As an IFA Administrator, you will play a key role in supporting the Financial Advisers and CEO across all aspects of financial services administration, with a strong focus on new business processing.

Responsibilities:

• Arranging client meetings, preparing valuations and meeting packs, and managing advisers' diaries
• Handling client correspondence and maintaining accurate records
• Ensuring all documentation meets FCA regulatory standards and internal compliance requirements

What's in it for you:

• 28 days' holiday
• Statutory sick pay
• Quarterly performance bonus scheme
• Auto-enrolment pension
• Study support
• Flexitime
• Private medical insurance
• Long-term career progression
• Employer pension contributions

Skills and experience required:

• A minimum of 2 years' experience as an Administrator within an Independent Financial Adviser firm
• Experience using Intelligent Office or Dynamic Planner is highly advantageous

Get in touch or apply online to find out more about this opportunity!

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.