IFA Administrator

IFA Administrator

Salary: £28,000-£32,000 per annum

Location: Birmingham - Hybrid (Primarily Home-Based)

Hours: Monday to Friday, 9:00am – 5:00pm (35 hours per week)

Contract: Permanent, Full-Time

NJR Recruitment is delighted to be recruiting on behalf of a growing and forward-thinking Independent Financial Adviser firm who have an excellent opportunity as a result of organic growth for an experienced IFA Administrator to join their team.

This is an excellent opportunity for an experienced Financial Services Administrator looking to develop their career within a professional and supportive environment. Working closely with Advisers, clients and colleagues, you will play a key role in delivering efficient administration, exceptional client service and positive client outcomes.

The role is primarily home-based, with occasional attendance required for meetings, training and team collaboration.

What's on Offer?

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• Salary of £32,000 - £34,000 depending on experience.
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• Hybrid working with home as the primary workplace.
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• Monday to Friday working hours, 9:00am – 5:00pm.
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• All equipment provided for home working.
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• 28 days annual leave plus bank holidays.
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• Christmas office shutdown.
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• Company pension scheme with employer contributions.
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• Private Medical Insurance after qualifying period.
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• Death in Service benefit.
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• Full mentoring and support from experienced Advisers, Paraplanners and operational leaders.
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• Structured onboarding and ongoing professional development.
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• Exposure to complex client cases and financial planning solutions.
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• Opportunities to develop additional responsibilities and support colleagues.
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• Supportive, collaborative and ambitious team culture.
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The Role

As an IFA Administrator, you will provide high-quality administrative support across a range of pensions, investments and protection cases, ensuring all client work is handled accurately, efficiently and in line with regulatory requirements.

Key responsibilities include:

Client Administration

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• Obtaining policy information, valuations, illustrations and provider documentation.
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• Processing Letters of Authority and client documentation.
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• Preparing and submitting new business applications.
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• Liaising with providers, platforms and third parties to progress client cases.
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• Monitoring outstanding business and proactively following up with providers.
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• Maintaining accurate client records and ensuring documentation is complete.
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• Managing cases through to completion within agreed timescales.
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Adviser Support

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• Providing ongoing administrative support to Financial Advisers.
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• Assisting with client servicing and case management.
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• Supporting advisers in delivering excellent client outcomes.
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• Handling client queries professionally and efficiently.
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• Contributing to improvements in service standards and processes.
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Compliance & Quality

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• Completing Anti-Money Laundering and client verification checks.
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• Ensuring all records and documentation meet regulatory standards.
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• Maintaining excellent attention to detail across all administration tasks.
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• Supporting internal quality checks and compliance processes.
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• Working in line with FCA regulations and Consumer Duty principles.
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Team Contribution

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• Working collaboratively with colleagues across the business.
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• Sharing knowledge and supporting best practice.
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• Contributing ideas to improve efficiency and client experience.
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• Supporting wider projects and business initiatives when required.
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About You

The successful candidate will have:

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• Minimum 2 years’ experience within a Financial Services administration role.
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• Experience working within a regulated environment.
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• Strong organisational skills with the ability to manage multiple priorities.
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• Excellent attention to detail and accuracy.
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• Strong written and verbal communication skills.
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• The ability to work independently while remaining a collaborative team member.
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• Strong IT skills and confidence using business systems.
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Ideally, you will also have:

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• Experience within an IFA practice, wealth management firm, platform or provider environment.
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• Knowledge of pensions, investments and protection products.
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• Experience using Intelligent Office (iO) or similar back-office systems.
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• Progress towards, or completion of, relevant financial services qualifications.
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• A genuine interest in developing a long-term career within Financial Services.
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This is a fantastic opportunity for an experienced IFA Administrator who wants to join a growing business where their contribution is valued and where they can continue to build a successful career within Financial Services.

Apply today via NJR Recruitment or call quoting the reference NJR16898

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.