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.
An excellent opportunity for a Financial Services Administrator to join a renowned organisaiton based in Edgbaston!
* Competitive salary up to 30,000 (DOE)
* 31 Days Holiday (Including Bank Holiday)
* Holiday entitlement increases with length of service
* Location - Birmingham
* Group Life Cover & Income Protection
* Hybrid working opportunities
* Employee Assistance Programme
* Financial Wellbeing Support
Role & Responsibilities:
* Process new business applications, ensuring compliance with FCA regulations
* Handle client queries, prepare valuations, and maintain accurate client records
* Assist with investment, pension, and protection administration
* Prepare review packs, performance reports, and compliance documentation
* Process fund switches, withdrawals, and provider transactions
* Liaise with providers, advisers, and clients to ensure smooth operations
* Maintain CRM systems and ensure all client data is up to date
Required Skills & Experience:
* At least 2 years of experience in IFA administration
* Strong knowledge of investment, pension, and protection products
* Excellent organisational skills and attention to detail
* Proficiency in financial systems and CRM software
* Strong communication and client service skills
* Ability to work independently and collaboratively within a team
If you're ready to take the next step in your career, apply now!
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