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- Tasks: Support advisers and maintain client records in a dynamic wealth management firm.
- Company: Forward-thinking wealth management firm in North Birmingham with a collaborative culture.
- Benefits: Competitive salary, hybrid work options, and genuine opportunities for development.
- Why this job: Join a supportive team and make a real impact in client service.
- Qualifications: Minimum 2 years in financial services and strong organisational skills.
- Other info: Exciting career progression in a close-knit environment.
The predicted salary is between 27000 - 32000 £ per year.
IFA Administrator North Birmingham £27,000 £32,000 + BenefitsAre you an experienced IFA Administrator looking to join a forward-thinking, client-focused wealth management firm in North Birmingham?
This is an excellent opportunity to become part of a growing business where collaboration, precision, and progression are genuinely valued. You ll be joining a supportive, close-knit team working alongside experienced advisers to deliver exceptional client service across the full advice process.
The RoleYou ll play a key role in ensuring smooth day-to-day operations, supporting advisers and paraplanners, and maintaining accurate client records. Your attention to detail and proactive approach will help the business deliver high-quality, compliant advice efficiently.
Key Responsibilities
Accurately maintain client records in Intelligent Office, including onboarding new clients and ongoing servicing
Build strong working relationships with advisers and the wider team
Review and improve administrative processes for efficiency and consistency
Submit new business cases accurately, managing client expectations throughout
Handle client transactions withdrawals, deposits/top-ups, and fund switches
Issue letters of authority and liaise with providers to ensure prompt responses
Manage client queries professionally via phone and email
Support the client review process booking meetings, updating cashflows, and preparing review packs and valuations
Produce protection and investment illustrations
Manage your own workload effectively and keep advisers updated on progress
Skills & Experience Required
Minimum 2 years experience in financial services (essential)
Confident using Intelligent Office (desirable) and MS Office (essential)
Practical experience with platform and off-platform transactions (essential)
Knowledge of Transact, AJ Bell, or Standard Life platforms (desirable)
Familiarity with tools such as CashCalc , IRESS Exchange , and FE Analytics
Excellent written and verbal communication skills with a high professional standard
Strong organisational skills and a keen eye for detail
The Offer
Salary: £27,000 £32,000 (dependent on experience)
Location: North Birmingham (hybrid options may be considered)
Supportive environment with genuine opportunities for development and progression
If you re an IFA Administrator who takes pride in providing exceptional service and enjoys working within a dynamic advice team, we d love to hear from you.
Apply now or reach out directly for a confidential conversation about your next move in the UK wealth management market.
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IFA Admin employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin
✨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 Admin roles. You never know who might have the inside scoop on a great opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Intelligent Office and the platforms mentioned in the job description. Being able to discuss your experience confidently will show potential employers that you’re the right fit for their team.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values. Check out our website for openings at forward-thinking wealth management firms where collaboration and client service are key. We want you to find a place that feels right!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace IFA Admin
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 specific tools you've used, like Intelligent Office. We want to see how your skills match 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 joining our team and how you can contribute to our client-focused approach. Keep it professional but let your personality show through.
Showcase Your Attention to Detail: Since this role requires precision, make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their documents are polished and professional, just like the service we provide to our clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our forward-thinking team!
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific tools mentioned in the job description, like Intelligent Office and various platforms. Being able to discuss your experience confidently will show that you're the right fit for the role.
✨Showcase Your Attention to Detail
Since this role requires a keen eye for detail, prepare examples from your past work where your attention to detail made a difference. Whether it was maintaining accurate client records or improving processes, having concrete examples ready will impress the interviewers.
✨Build Rapport
This position involves working closely with advisers and the team, so practice building rapport during your interview. Be friendly, engage with your interviewers, and demonstrate your ability to communicate effectively, both verbally and in writing.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for progression. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
