IFA Administrator

IFA AdministratorBirmingham£28,000 - £32,000 + benefits

We're working with a well-established financial planning firm in Birmingham looking to strengthen its support team with the hire of an experienced IFA Administrator.

This is a structured environment with defined processes, strong systems, and a clear division of responsibilities across the advice and support functions.

The Role

Supporting Financial Advisers and the Operations Manager, you'll be involved across the full client lifecycle, ensuring cases are progressed efficiently and client records are maintained to a high standard.

Key responsibilities include:

• Preparing client valuations and documentation for annual reviews
• Maintaining accurate client records on Intelligent Office
• Supporting advisers with pre-meeting preparation
• Drafting annual suitability letters for existing clients
• Processing new business and monitoring cases through to completion
• Liaising with providers and internal teams to manage case progression
• Supporting the wider team with incoming calls when required
• Contributing to ad hoc projects and team initiatives

What They're Looking For

• Minimum 2 years' experience within an IFA / financial planning environment
• Strong administrative and organisational skills
• Experience using back-office systems (Intelligent Office preferred)
• Ability to manage multiple cases and prioritise workload effectively
• High attention to detail and strong written communication skills

The Business

A professional, team-based environment where advisers and support staff work closely together, with clear processes in place and a focus on delivering a consistent client experience.

Package

• £28,000 - £32,000 depending on experience
• Stable, long-term opportunity within an established firm