IFA Admin

IFA Administrator – North Birmingham | £27,000 – £32,000 + Benefits

Are you an experienced IFA Administrator looking to join a forward-thinking, client-focused wealth management firm in North Birmingham?

This is an excellent opportunity to become part of a growing business where collaboration, precision, and progression are genuinely valued. You’ll be joining a supportive, close-knit team working alongside experienced advisers to deliver exceptional client service across the full advice process.

🔍 The Role You’ll play a key role in ensuring smooth day-to-day operations, supporting advisers and paraplanners, and maintaining accurate client records.
Your attention to detail and proactive approach will help the business deliver high-quality, compliant advice efficiently.

Key Responsibilities:

Accurately maintain client records in Intelligent Office, including onboarding new clients and ongoing servicing
Build strong working relationships with advisers and the wider team
Review and improve administrative processes for efficiency and consistency
Submit new business cases accurately, managing client expectations throughout
Handle client transactions — withdrawals, deposits/top-ups, and fund switches
Issue letters of authority and liaise with providers to ensure prompt responses
Manage client queries professionally via phone and email
Support the client review process – booking meetings, updating cashflows, and preparing review packs and valuations
Produce protection and investment illustrations
Manage your own workload effectively and keep advisers updated on progress 🧠 Skills & Experience Required
Minimum 2 years’ experience in financial services (essential)
Confident using Intelligent Office (desirable) and MS Office (essential)
Practical experience with platform and off-platform transactions (essential)
Knowledge of Transact, AJ Bell, or Standard Life platforms (desirable)
Familiarity with tools such as CashCalc, IRESS Exchange, and FE Analytics
Excellent written and verbal communication skills with a high professional standard
Strong organisational skills and a keen eye for detail 💼 The Offer
Salary: £27,000 – £32,000 (dependent on experience)
Location: North Birmingham (hybrid options may be considered)
Supportive environment with genuine opportunities for development and progression If you’re an IFA Administrator who takes pride in providing exceptional service and enjoys working within a dynamic advice team, we’d love to hear from you.

📩 Apply now or reach out directly for a confidential conversation about your next move in the UK wealth management market

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