Ifa administrator

IFA AdministratorLocation: BromsgroveReference: JL - 1380Salary: £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

* Assisting IFAs and paraplanners with the full client onboarding process.
* Managing day-to-day communications with clients and providers.
* Preparing documentation for client meetings, including quotes, valuations, and literature.
* Submitting and following up on applications to ensure case completion.
* Maintaining data accuracy in back-office systems for compliance and MI reporting.
* Handling fund switches, withdrawals, and supporting report writing.

Key Requirements