IFA Admin

IFA Administrator 

Up to £32,000 (DOE)
Study Support
Quarterly Bonuses
Internal Career Progression
Off-Road Parking

Are you looking to join a fast-growing and forward-thinking financial services company?

Our client is a leading provider of mass-market financial services across the West Midlands. Their team values integrity, respect, and a family-friendly approach, and they're seeking a dedicated IFA Administrator to join their expanding business.

About the Role:

As an IFA Administrator, you’ll be an integral part of the advisory team, supporting the smooth running of new business processes.

You’ll be working closely with advisers, clients, and providers to ensure the seamless progression of cases from initial enquiry to completion. With plenty of opportunities for internal growth and career development, you’ll be supported in your professional journey and have the chance to gain further qualifications.

Key Responsibilities:

Collaborate with advisers to manage the full new business process through to completion
Handle day-to-day client and provider inquiries efficiently
Gather necessary information from providers
Make outbound calls and handle inbound calls from clients and providers
Prepare for client meetings by sourcing quotes, valuations, and relevant literature
Submit applications and required documents to product providers
Chase providers to ensure timely case completion and resolve any issues that arise
Input new business proposals into the back-office system, ensuring accurate and up-to-date data for reporting
Ensure all cases comply with company procedures and industry regulations
Process fund switches and withdrawals as per client instructions
Prepare and submit client reports What's On Offer:

Competitive salary (Up to £32,000 depending on experience)
Study support to help you progress in your career
Quarterly bonus schemes
Opportunities for internal promotion and career development
Off-road parking available at our Birmingham office If you’re looking to join a dynamic, growing business with a strong focus on integrity and family values, we’d love to hear from you! Apply today and take the next step in your career