At a Glance
- Tasks: Support financial advisers by managing client applications and ensuring smooth operations.
- Company: Join a growing, independently owned wealth management firm in the beautiful West Midlands.
- Benefits: Competitive salary, hybrid working options, and a supportive team environment.
- Other info: Be part of a values-driven team focused on knowledge, service, and trust.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in IFA or Wealth Management administration is essential.
The predicted salary is between 26000 - 34000 £ per year.
Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis.
Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall — they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well — someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience.
The firm advises private clients across the full spectrum of financial planning needs — retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable.
WHAT YOU WILL BE DOING
- Preparing new business application packs, completing and submitting applications to product providers and platforms
- Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients
- Creating illustrations, investment quotes, and provider valuations as required by the adviser
- Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings
- Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales
- Liaising with investment platforms and providers to confirm execution and resolve any discrepancies
WHAT YOU WILL NEED
- Experience in an IFA or Wealth Management administration role
- Demonstrable experience processing new business, annual reviews, and fund switches or rebalances
- Experience working with product providers and investment platforms
- Working knowledge of FCA compliance requirements in a regulated advice environment
IFA Adminstrator employer: Ortus PSR Ltd.
Join a thriving, independently owned wealth management firm in the picturesque West Midlands, where your contributions as an IFA Administrator will be valued and recognised. With a strong emphasis on knowledge, service, and trust, the company fosters a collaborative work culture that prioritises employee growth and development, offering competitive salaries and benefits alongside opportunities for hybrid working. Experience the satisfaction of supporting clients with complex financial needs while being part of a dedicated team that prides itself on professionalism and accuracy.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Adminstrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company’s values and recent news. Since this firm values knowledge, service, and trust, think of examples from your past that showcase these traits. Show them you’re not just a fit on paper but also in spirit!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. Focus on articulating your experience in IFA administration clearly and confidently. The more you practice, the more comfortable you’ll feel when it’s time to shine.
✨Tip Number 4
Don’t forget to 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 engage directly with us. Let’s get you that IFA Administrator role!
We think you need these skills to ace IFA Adminstrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the IFA Administrator role. Highlight your previous experience in wealth management and any specific tasks you've handled that align 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 values align with ours—knowledge, service, and trust. Keep it concise but impactful!
Showcase Your Attention to Detail:In this role, accuracy is key. When filling out your application, double-check for any typos or errors. This will demonstrate your commitment to professionalism and compliance right from the start.
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around retirement planning and investment management. Familiarise yourself with the FCA compliance requirements as well, since this role demands a solid understanding of regulations.
✨Showcase Your Experience
Be ready to discuss your previous experience in IFA or wealth management administration. Prepare specific examples of how you've successfully processed new business applications or managed client reviews, as these will demonstrate your capability for the role.
✨Emphasise Accuracy and Professionalism
Since accuracy and professionalism are non-negotiable, think of instances where your attention to detail made a difference. Share stories that highlight your commitment to providing excellent service and maintaining compliance in your past roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s values and how they integrate knowledge, service, and trust into their daily operations. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
