Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planners by processing applications and preparing client documentation.
- Company: Reputable financial planning firm in Bromsgrove with a supportive culture.
- Benefits: Competitive salary, bonus potential, hybrid working, and career development opportunities.
- Why this job: Join a professional team and make a real impact in financial services.
- Qualifications: Experience in an IFA environment and strong understanding of financial products.
- Other info: Flexible working options and a collaborative office environment.
The predicted salary is between 21600 - 36000 £ per year.
An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Bromsgrove. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients.
Responsibilities
- Processing new business applications across various providers and platforms
- Preparing valuation reports and performance documentation ahead of client reviews
- Producing review checklists and coordinating documentation for adviser meetings
- Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports
- Running risk profiler results and supporting fund research using FE Analytics
- Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements
- Processing fund switches directly with providers or via platforms and tracking progress
- Preparing bi-annual valuation reports and post-review summaries for clients
- Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed
- Maintaining ongoing client communication to keep them informed of progress
Qualifications
- Previous experience within an Independent Financial Adviser (IFA) environment is essential
- Strong understanding of financial products, platforms, and regulatory requirements
- High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively
- Proficient in Microsoft Office and financial systems such as FE Analytics
- Strong communication skills, both verbal and written
- A proactive and client-focused approach
Benefits
- Competitive salary up to £30,000
- Bonus potential based on performance
- Hybrid and flexible working options available
- Free on-site parking
- Company pension contribution
- Supportive and collaborative office environment
- Opportunities for training and career development
This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you’re looking to take the next step in your financial services career, we’d love to hear from you.
IFA Administrator in Bromsgrove employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work in IFA roles. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator in Bromsgrove
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 your background fits with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your previous experience makes you a great fit. Keep it concise but engaging – we love a bit of personality!
Showcase Your Skills: Don’t forget to showcase your skills in Microsoft Office and any financial systems you’ve used, like FE Analytics. We’re keen on seeing how you can contribute to our team, so make sure these stand out in your application.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products and platforms. Being able to discuss these confidently will show that you understand the industry and can support the advisers effectively.
✨Demonstrate Attention to Detail
Prepare examples from your past experience where your attention to detail made a difference. This role requires high accuracy, so showcasing your organisational skills will definitely impress.
✨Practice Your Communication Skills
Since strong communication is key in this role, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend to get comfortable discussing complex topics in simple terms.
✨Familiarise Yourself with Compliance
Understanding MIFID II requirements and compliance processes is crucial. Brush up on these regulations and be ready to discuss how you've adhered to them in previous roles or how you would approach compliance in this position.
