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 in Meriden 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 in Meriden
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about letting people know you’re on the hunt for an IFA Administrator role. You never know who might have the inside scoop on a job opening!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and compliance regulations. We want you to show off your expertise and how you can contribute to the firm’s values of knowledge, service, and trust. Practice common interview questions with a friend to boost your confidence!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for openings that suit your skills as an IFA Administrator. Tailor your approach to each company to show them why you’re the perfect fit!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and reinforces your professionalism, which is key in the wealth management sector.
We think you need these skills to ace IFA Adminstrator in Meriden
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:Since accuracy and compliance are key in this role, make sure to demonstrate your attention to detail in your application. Whether it's through your CV formatting or the way you present your experiences, let us see that you take pride in getting things right.
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 team!
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 and the specific services the firm offers. Familiarise yourself with terms like pension transfers, investment management, and compliance requirements. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Experience
Prepare to discuss your previous experience in IFA or wealth management administration. Be ready to share specific examples of how you've processed new business applications or handled client interactions. This will help demonstrate your capability and fit for the role.
✨Emphasise Accuracy and Compliance
Since accuracy and compliance are non-negotiable in this role, be prepared to talk about how you ensure precision in your work. Share any systems or processes you use to maintain high standards, and highlight your understanding of FCA compliance requirements.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the firm's approach to client relationships or how they uphold their values of knowledge, service, and trust. This shows your genuine interest in the company and its culture.
