IFA Administrator

Job Title: IFA Administrator

Industry: Financial Services

Location: Bromsgrove (Office-based)

Salary: £26,000 - £31,000 DOE

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:

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• Arranging client meetings, preparing valuations and meeting packs, and managing advisers’ diaries
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• Handling client correspondence and maintaining accurate records
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• Ensuring all documentation meets FCA regulatory standards and internal compliance requirements
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What’s in it for you:

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• 28 days’ holiday
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• Statutory sick pay
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• Quarterly performance bonus scheme
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• Auto-enrolment pension
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• Study support
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• Flexitime
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• Private medical insurance
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• Long-term career progression
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• Employer pension contributions
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Skills and experience required:

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• A minimum of 2 years’ experience as an Administrator within an Independent Financial Adviser firm
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• Experience using Intelligent Office or Dynamic Planner is highly advantageous
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Get in touch or apply online to find out more about this opportunity!

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you

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• Start every journey with a conversation to find out about you in depth.
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• Provide honest feedback on where you fit in the jobs market.
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• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
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• Take a holistic mindfulness approach – career happiness is rarely just about the money.
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• Cover the whole of the UK with a local touch through our regional teams.
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• Never pester you.
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