Job Title: IFA Administrator
Industry: Financial Services
Location: Bromsgrove
Salary: £26,000 - £31,000
Reference Number: 10179
Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team.
As an IFA Administrator, you will play a key role in supporting the Financial Advisers and CEO across all aspects of financial services administration, with a strong focus on new business processing.
Responsibilities
- Arranging client meetings, preparing valuations and meeting packs, and managing advisers' diaries
- Handling client correspondence and maintaining accurate records
- Ensuring all documentation meets FCA regulatory standards and internal compliance requirements
Benefits
- Salary up to £31,000 depending on experience
- 28 days' holiday
- Statutory sick pay
- Quarterly performance bonus scheme
- Auto-enrolment pension
- Study support
- Flexitime
- Private medical insurance
- Long‑term career progression
- Employer pension contributions
Skills and experience required
- A minimum of 2 years' experience as an Administrator within an Independent Financial Adviser firm
- Experience using Intelligent Office or Dynamic Planner is highly advantageous
