Job Title: Experienced IFA Administrator / Technical Administrator
Location: Solihull/South Birmingham/Hybrid
Salary: £29,700 – £37,500 per annum (Depending on Experience) + Excellent Benefits
Hours: Full-Time (8:30 AM – 5:00 PM) or Part-Time considered
About the Company
My client is an established financial planning practice preparing to join a network as an Appointed Representative. Providing Independent Financial Advice to both Private and Corporate clients, priding themselves on exceptional client service and efficient operations.
Note: Technical paraplanning and suitability report writing are fully supported centrally by the Network, allowing our internal administration team to focus on high-quality practice support, client service, and workflow management.
Key Benefits & Package
- Salary: £29,700 – £37,500 (Negotiable based on experience)
- Pay Reviews: 2 structured pay reviews within your first 12 months
- Probation Period: 3 months
- Pension: 5.0% Employer contribution, increasing by 1.0% p.a. for the first 5 years
- Flexible Benefits Allowance: After 12 months, receive an additional £1,200 p.a. allowance toward personal protection/insurance cover of your choice (e.g., PHI, Critical Illness, or Life Cover)
- Holiday: 20 days per annum + Bank Holidays + Your Birthday off!
The Role & Key Objectives
We are seeking a proactive, highly organized individual to support the day-to-day administration and preparation for both new and existing client advice processes.
Primary Responsibilities:
- Client Onboarding & File Prep: Conduct initial audit work for new clients; prepare Confidential Financial Reviews (Fact Finds), meeting packs, and ID verification.
- Network Liaison: Handle all submissions via Network Triage Systems, manage correspondence, and prepare cases for network Paraplanning support.
- Systems & Data Management: Upload and maintain client records on Intelliflo and complete risk profiling via Dynamic Planner.
- Letters of Authority (LOA): Draft, track, and manage LOA requests to third-party providers to obtain comprehensive plan data.
- Cashflow & Analytics: Utilize cashflow forecasting software and generate comparison graphs/reports using FE Analytics.
- Review & Post-Meeting Support: Prepare files for annual client review meetings and execute post-meeting administration and follow-up tasks efficiently.
Candidate Profile & Experience
We are looking for a flexible, positive, and focused professional who can manage their own workload, prioritize effectively, and meet agreed timescales without constant supervision. Excellent communication skills and a bright, solution-focused attitude are essential.
Essential Requirements:
- Proven experience working as an IFA Administrator or Technical Administrator within an IFA firm or Wealth Management practice.
- Strong familiarity with provider platforms, product providers, and LOA processes.
- Excellent lateral thinking and ability to anticipate client and adviser needs.
Desirable Technical Experience & Systems Knowledge:
- Software: Intelliflo / Intelliflo IQ, Dynamic Planner, Unipass, FE Analytics, Competent Advisor, Cashflow Forecasting tools.
- Platforms: Fidelity, Quilter, Parmenion.
- Providers: Prudential, Royal London, among others.
How to Apply
If you are looking for a key role within a growing, forward-thinking practice with great benefits and a clear work-life balance, we would love to hear from you.
Please submit your CV and cover letter outlining your relevant experience.
IFA Administrator in Solihull employer: Fintro
Join our dynamic team in Leicester as a Trainee Financial Advisor, where we prioritise your professional growth and success. With a structured career progression pathway, direct mentorship from seasoned professionals, and a supportive work culture, you will be well-equipped to achieve your Competent Adviser Status (CAS) and thrive in a rewarding financial advisory career. Our commitment to employee development, coupled with a competitive salary and benefits, makes us an exceptional employer for aspiring financial advisors.
