Job Description
Are you an experienced IFA Admin / Financial Services Administrator looking for your next challenge? Join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service.\n\nAn excellent opportunity for a Financial Services Administrator to join a renowned organisaiton based in Edgbaston! \n\nBenefits:\n\nCompetitive salary up to £30,000 (DOE)\n31 Days Holiday (Including Bank Holiday)\nHoliday entitlement increases with length of service\nLocation - Birmingham\nPension auto-enrolment scheme\nGroup Life Cover & Income Protection\nHybrid working opportunities\nEmployee Assistance Programme\nFinancial Wellbeing Support Role & Responsibilities:\n\nProcess new business applications, ensuring compliance with FCA regulations\nHandle client queries, prepare valuations, and maintain accurate client records\nAssist with investment, pension, and protection administration\nPrepare review packs, performance reports, and compliance documentation\nProcess fund switches, withdrawals, and provider transactions\nLiaise with providers, advisers, and clients to ensure smooth operations\nMaintain CRM systems and ensure all client data is up to dateRequired Skills & Experience:\n\nAt least 2 years of experience in IFA administration\nStrong knowledge of investment, pension, and protection products\nExcellent organisational skills and attention to detail\nProficiency in financial systems and CRM software\nStrong communication and client service skills\nAbility to work independently and collaboratively within a team If you're ready to take the next step in your career, apply now