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
1. Assisting IFAs and paraplanners with the full client onboarding process.
2. Managing day-to-day communications with clients and providers.
3. Preparing documentation for client meetings, including quotes, valuations, and literature.
4. Submitting and following up on applications to ensure case completion.
5. Maintaining data accuracy in back-office systems for compliance and MI reporting.
6. Handling fund switches, withdrawals, and supporting report writing.
Key Requirements
1. Minimum of 2 years' experience in an IFA administration role.
2. Strong written and verbal communication skills.
3. CII Financial Services Exam pass desired.
4. Attention to detail, organisational skills, and proficiency with various software systems.
Benefits
1. Bonus: Quarterly bonus of up to £500, based on individual and company performance.
2. Progression: Full training and exam support for chartered planning, including 1-on-1 coaching.
3. Additional Benefits: Private medical insurance, Bupa cash plan, and company pension (post-probation).
4. Holiday: 20 days plus bank holidays, with an additional day per year after the first year.
Schedule
1. Full-time, Monday to Friday, 8am - 5pm.
2. 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.
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