At a Glance
- Tasks: Support Financial Advisers and manage client records efficiently.
- Company: Established financial planning firm in Birmingham with a team-based culture.
- Benefits: Competitive salary, stable long-term opportunity, and professional development.
- Other info: Structured environment with clear processes and opportunities for growth.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: 2+ years in IFA/financial planning, strong admin skills, and attention to detail.
The predicted salary is between 28000 - 32000 £ per year.
We’re working with a well-established financial planning firm in Birmingham looking to strengthen its support team with the hire of an experienced IFA Administrator.
This is a structured environment with defined processes, strong systems, and a clear division of responsibilities across the advice and support functions.
The Role
- Supporting Financial Advisers and the Operations Manager, you’ll be involved across the full client lifecycle, ensuring cases are progressed efficiently and client records are maintained to a high standard.
- Preparing client valuations and documentation for annual reviews.
- Maintaining accurate client records on Intelligent Office.
- Supporting advisers with pre-meeting preparation.
- Drafting annual suitability letters for existing clients.
- Processing new business and monitoring cases through to completion.
- Liaising with providers and internal teams to manage case progression.
- Supporting the wider team with incoming calls when required.
- Contributing to ad hoc projects and team initiatives.
What They’re Looking For
- Minimum 2 years’ experience within an IFA / financial planning environment.
- Strong administrative and organisational skills.
- Experience using back-office systems (Intelligent Office preferred).
- Ability to manage multiple cases and prioritise workload effectively.
- High attention to detail and strong written communication skills.
The Business
A professional, team-based environment where advisers and support staff work closely together, with clear processes in place and a focus on delivering a consistent client experience.
Package
£28,000 – £32,000 depending on experience. Stable, long-term opportunity within an established firm.
IFA Administrator in Birmingham employer: Ortus Psr
Join a well-established financial planning firm in Birmingham that values its employees and fosters a collaborative work culture. With a structured environment, clear processes, and a focus on professional development, this role offers excellent growth opportunities and a competitive salary package, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one we're working with. A friendly chat can sometimes lead to a job offer before it even gets advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Intelligent Office and other back-office systems. We want you to shine when discussing your experience and how you can support advisers effectively. Practice common interview questions and have examples ready to showcase your skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re serious about joining a firm that values structured environments and strong team dynamics.
We think you need these skills to ace IFA Administrator in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in the IFA or financial planning environment. We want to see how your skills match the role, so don’t be shy about showcasing your administrative and organisational prowess!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that relate to the key responsibilities listed in the job description.
Show Off Your Attention to Detail:Since this role requires high attention to detail, make sure your application is free from typos and errors. We appreciate a polished application that reflects your strong written communication skills!
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 this exciting opportunity with our team!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the role of an IFA Administrator. Familiarise yourself with key terms and processes, especially those related to client valuations and documentation. This will show that you're not just interested in the job, but that you understand it too.
✨Showcase Your Organisational Skills
Since this role requires strong administrative skills, be ready to discuss how you've managed multiple cases in the past. Prepare examples that highlight your ability to prioritise tasks and maintain accurate records, especially if you've used systems like Intelligent Office before.
✨Communicate Clearly
Strong written communication is crucial for drafting suitability letters and liaising with clients. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few sentences about your previous experiences that demonstrate your attention to detail and communication skills.
✨Be a Team Player
This firm values collaboration, so be prepared to discuss how you've worked effectively within a team. Share examples of how you've supported colleagues or contributed to team projects. Showing that you can work well with others will make you a more attractive candidate.
