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- Tasks: Provide essential admin support to financial advisers and ensure smooth client services.
- Company: Established financial planning team in Birmingham with a collaborative culture.
- Benefits: 33 days holiday, hybrid working, exam support, and discretionary bonuses.
- Why this job: Join a supportive team and enjoy long-term stability with professional development opportunities.
- Qualifications: Minimum 2 years in IFA or financial planning, strong IT skills, and organisational abilities.
- Other info: Fast-paced environment with opportunities for growth and a friendly atmosphere.
The predicted salary is between 28800 - 43200 £ per year.
Location: Birmingham
Hybrid Working: 3 days in office, 2 days from home
Holiday: 33 days incl. bank holidays
Our client is seeking an experienced IFA Administrator to join their established financial planning team in Birmingham. This is a fantastic opportunity for someone who enjoys working in a busy, collaborative environment and wants to play a key role in supporting advisers and the wider operations function. This role is ideal for someone who thrives in a financial services administrative position and is looking for long‑term stability, with opportunities for professional development across the group.
Role Overview
You will provide essential administrative support to the Financial Advisers and the Operations Manager, ensuring clients receive a smooth, efficient and compliant service.
Key Responsibilities
- Preparing valuations and documentation for annual client reviews
- Updating and maintaining client records on Intelligent Office
- Supporting advisers by collating documents and preparing meeting packs
- Drafting annual suitability letters for existing clients
- Processing new business, monitoring transactions and issuing documentation
- Ensuring all work meets compliance standards and internal procedures
- Assisting with ad‑hoc administrative projects
- Working closely with the wider admin and support teams
Person Specification
Experience & Knowledge
- Minimum 2 years’ experience within an IFA or financial planning environment
- Strong IT skills and confidence learning new systems
- Experience working in a fast‑paced office environment
- Ability to work independently and manage your own workload
Personal Skills
- Strong organisational skills and attention to detail
- Ability to prioritise effectively and escalate issues when needed
- Reliable, proactive and professional
33 days holiday (including bank holidays)
Hybrid working (3 office / 2 home)
Exam support and development opportunities
Discretionary bonuses (not contractual)
Supportive team environment
If you’re an experienced IFA Administrator looking for a stable, well‑structured role within a friendly and professional team, please apply!
IFA Administrator in Sutton Coldfield employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Sutton Coldfield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for IFA Administrator roles. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance standards and client management. Be ready to discuss how your experience aligns with the responsibilities listed in the job description, especially around supporting advisers and maintaining client records.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've effectively managed your workload in fast-paced environments. Highlight any specific tools or systems you've used, like Intelligent Office, to impress your potential employers.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our supportive team in Birmingham.
We think you need these skills to ace IFA Administrator in Sutton Coldfield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences that align with the responsibilities mentioned in the job description.
Showcase Your IT Skills: Since strong IT skills are essential, don’t forget to mention any systems you’ve worked with, especially if you have experience with Intelligent Office. We love seeing candidates who are tech-savvy and ready to learn!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team in Birmingham!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the role of an IFA Administrator. Familiarise yourself with common terms and processes, as well as the specific responsibilities mentioned in the job description. This will show that you're not just interested in the role, but that you understand it too.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure compliance with internal procedures.
✨Be Ready for Scenario Questions
Expect questions that assess how you would handle specific situations, like managing tight deadlines or dealing with difficult clients. Think of scenarios from your previous roles and how you navigated them, highlighting your proactive and professional approach.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared about the team dynamics, opportunities for professional development, or the company's approach to compliance. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.
