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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