IFA Administrator

IFA Administrator - Birmingham, West Midlands

Ref: 1362Monday 30 October 2023

£25,000 - £30,000

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Are you an ambitious IFA Administrator eager to take your career to the next level? If you're looking for a role that allows you to make a real impact and engage with customers directly, we have the perfect opportunity for you!

We are proud to partner with a highly regarded IFA firm, known for establishing strong relationships with business owners in the area and providing comprehensive holistic advice. As part of the Administration team, you will play a crucial role in supporting their expert Advisers and Paraplanners while directly interacting with clients and collaborating with other professionals like Accountants and Solicitors.

This is no ordinary IFA Administration position! As our valued team member, you'll be involved in advice discussions, giving you a unique chance to contribute directly to the success of our clients' financial goals.


Benefits of Joining this IFA firm:

Attractive Salary Range: Earn between £25,000 - £30,000, reflecting your skills and expertise.

Comprehensive Benefits Package: Enjoy perks such as PMI, Pension, Critical Illness cover, a generous holiday allowance (24 Days + Bank Holidays), and an extended break during Christmas (3 days off).

Hassle-Free Commute: Your travel to and from the office will be covered if you use public transport. And if you prefer driving, they have got you covered with paid parking.

Professional Development: they invest in their team's growth and development. Pursue your CII studies with our support and guidance as we help you achieve your career aspirations.


Success Stories:

Other employees' success stories speak for themselves. Many have progressed within the company, with individuals moving from Administrator roles to becoming Trainee Paraplanners and even Advisers.


Your Responsibilities Will Include:

Fund Switches and Provider Chasing: Manage investment switches and liaise with providers to ensure smooth operations.

Suitability Reports: Prepare review suitability reports using our standard templates to guide clients effectively.

New Business Administration: Handle administrative tasks related to new business setups, streamlining our processes.

Customer Engagement: Interact directly with our valued customers, ensuring a professional and friendly approach.


To be considered for this exciting role, you'll need:

Proven Experience: Demonstrate a solid background in Investments and Pensions Administration.

Excellent Communication Skills: Engage with customers confidently and professionally, providing top-notch service.

Tech-Savviness: Be comfortable using various systems to enhance your efficiency.

If you're ready to embark on a fulfilling journey with a forward-thinking IFA firm that values your skills and dedication, apply now and be a part of this vibrant team!

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