Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Bromsgrove
£26000 - £30000 18/05/2026
NJR16504
£26000 - £30000 18/05/2026
NJR16504
DESCRIPTION
IFA Administrator
Bromsgrove (Birmingham area)
Up to £30,000
Free Parking | Annual Bonus | Study Support
Are you an experienced IFA Administrator looking to join a dynamic and growing Financial Planning firm?
NJR Recruitment are delighted to be working with a well-established and highly regarded Independent Financial Planning practice based in Bromsgrove. Due to continued growth, they are now seeking a talented IFA Administrator to provide dedicated 1:1 support to a Director / Financial Planner.
This is an excellent opportunity to join a forward-thinking firm that offers a supportive environment, structured career progression and study support for professional development.
The Role
You will be responsible for providing comprehensive administrative support across the full financial planning process, ensuring a smooth and compliant client journey.
Your duties will include:
\" Processing new client information and maintaining the client database
\" Preparing new client packs and checking Fact Finds are fully completed
\" Issuing authority letters and managing provider correspondence
\" Ensuring all AML and compliance documentation is accurate and up to date
\" Obtaining illustrations, application forms and supporting documentation
\" Submitting new business applications (online and to providers)
\" Tracking and updating cases through to completion
\" Liaising with the Financial Planner and Paraplanner on case progress
\" Preparing documentation for client review meetings
\" Updating cashflow models ahead of review meetings
About You
To be considered for this role, you will:
\" Have previous experience working within Financial Services (essential)
\" Ideally have experience supporting a Financial Adviser / IFA
\" Possess strong knowledge of Microsoft Excel, Word and Outlook
\" Have excellent organisational and communication skills
\" Be proactive, self-motivated and able to work in a fast-paced environment
\" Demonstrate strong attention to detail and a high level of accuracy
What\'s on Offer
\" Salary up to £30,000
\" Annual bonus
\" Free on-site parking
\" Study support and structured career development
\" Opportunity to work closely with a Director within a reputable firm
If you are looking for a role where you can develop your career within a supportive and professional environment, we would love to hear from you.
Reference: NJR16504
Bromsgrove (Birmingham area)
Up to £30,000
Free Parking | Annual Bonus | Study Support
Are you an experienced IFA Administrator looking to join a dynamic and growing Financial Planning firm?
NJR Recruitment are delighted to be working with a well-established and highly regarded Independent Financial Planning practice based in Bromsgrove. Due to continued growth, they are now seeking a talented IFA Administrator to provide dedicated 1:1 support to a Director / Financial Planner.
This is an excellent opportunity to join a forward-thinking firm that offers a supportive environment, structured career progression and study support for professional development.
The Role
You will be responsible for providing comprehensive administrative support across the full financial planning process, ensuring a smooth and compliant client journey.
Your duties will include:
\" Processing new client information and maintaining the client database
\" Preparing new client packs and checking Fact Finds are fully completed
\" Issuing authority letters and managing provider correspondence
\" Ensuring all AML and compliance documentation is accurate and up to date
\" Obtaining illustrations, application forms and supporting documentation
\" Submitting new business applications (online and to providers)
\" Tracking and updating cases through to completion
\" Liaising with the Financial Planner and Paraplanner on case progress
\" Preparing documentation for client review meetings
\" Updating cashflow models ahead of review meetings
About You
To be considered for this role, you will:
\" Have previous experience working within Financial Services (essential)
\" Ideally have experience supporting a Financial Adviser / IFA
\" Possess strong knowledge of Microsoft Excel, Word and Outlook
\" Have excellent organisational and communication skills
\" Be proactive, self-motivated and able to work in a fast-paced environment
\" Demonstrate strong attention to detail and a high level of accuracy
What\'s on Offer
\" Salary up to £30,000
\" Annual bonus
\" Free on-site parking
\" Study support and structured career development
\" Opportunity to work closely with a Director within a reputable firm
If you are looking for a role where you can develop your career within a supportive and professional environment, we would love to hear from you.
Reference: NJR16504
Apply Now
