Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Bromsgrove
£24000 - £28000 07/07/2026
NJR16839
£24000 - £28000 07/07/2026
NJR16839
DESCRIPTION
IFA Administrator
Bromsgrove
Salary: Up to £28,000
Our client is a highly regarded boutique financial planning firm with an excellent reputation for delivering bespoke advice and outstanding client service. Due to continued growth, they are looking to recruit an organised and proactive IFA Administrator to join their friendly and professional team.
This is an excellent opportunity for someone with administration experience who is looking to build a long-term career within financial planning. The business is committed to investing in its people, offering ongoing training, career progression and the opportunity to develop your knowledge and expertise within a supportive environment.
What\'s on Offer?
\" Salary of up to £28,000, depending on experience
\" The opportunity to join a respected boutique financial planning business with an excellent reputation
\" A genuine long-term career path with opportunities for progression and personal development
\" Ongoing training and support, including the potential to study towards industry-recognised qualifications
\" A supportive, collaborative and friendly working environment
\" Exposure to the full financial planning process, providing an excellent platform for future career growth
The Role
As an IFA Administrator, you will provide comprehensive administrative support to the Financial Advisers, helping to deliver an exceptional client experience while ensuring the advice process runs smoothly and efficiently. This is a varied role where you\'ll become an integral part of the team and gain exposure to all aspects of financial planning administration.
Key Responsibilities
\" Booking annual review meetings for advisers via telephone, email and post
\" Following up with clients to arrange review meetings and maintain engagement
\" Preparing annual review packs, including valuations, fund factsheets and provider literature
\" Managing the annual review process from start to finish, ensuring accurate management information and reporting
\" Handling day-to-day enquiries from clients and product providers
\" Obtaining information and documentation from providers
\" Managing inbound and outbound calls with clients, providers and colleagues
\" Preparing documentation for client meetings, including quotations, valuations and supporting literature
\" Processing new business applications and submitting supporting documentation to providers
\" Updating and maintaining the back-office system in line with company procedures
\" Processing fund switches following client instructions
\" Assisting with report writing and providing general administrative support to the advisory team
About You
The successful candidate will have:
\" A minimum of 12 months\' administration experience
\" Excellent attention to detail with the ability to produce accurate work
\" Strong organisational skills and the ability to manage multiple priorities
\" Excellent communication skills with a professional and confident telephone manner
\" Good working knowledge of Microsoft Office and general IT systems
\" The ability to work independently whilst contributing effectively as part of a team
\" A proactive, positive and self-motivated approach
\" A high level of professionalism and discretion when handling confidential client information
Desirable Experience
\" An understanding of financial products, including pensions, investments, ISAs, protection and mortgages
\" Previous experience within an IFA practice or financial services environment
\" Working towards, or keen to study towards, professional qualifications such as the CII Certificate in Financial Services
What\'s on Offer?
\" Salary of up to £28,000, depending on experience
\" The opportunity to join a respected boutique financial planning business with an excellent reputation
\" A genuine long-term career path with opportunities for progression and personal development
\" Ongoing training and support, including the potential to study towards industry-recognised qualifications
\" A supportive, collaborative and friendly working environment
\" Exposure to the full financial planning process, providing an excellent platform for future career growth
If you\'re an ambitious administrator looking to establish or further your career within financial planning, this is a fantastic opportunity to join a firm that genuinely values its people and supports their long-term development.
Apply today via NJR Recruitment or call, quoting reference NJR16839
Please note: Due to the high volume of applications we receive, if your CV does not demonstrate the essential requirements for the role, or you answer \"No\" to key screening questions, we may not be able to contact you regarding your application.
Bromsgrove
Salary: Up to £28,000
Our client is a highly regarded boutique financial planning firm with an excellent reputation for delivering bespoke advice and outstanding client service. Due to continued growth, they are looking to recruit an organised and proactive IFA Administrator to join their friendly and professional team.
This is an excellent opportunity for someone with administration experience who is looking to build a long-term career within financial planning. The business is committed to investing in its people, offering ongoing training, career progression and the opportunity to develop your knowledge and expertise within a supportive environment.
What\'s on Offer?
\" Salary of up to £28,000, depending on experience
\" The opportunity to join a respected boutique financial planning business with an excellent reputation
\" A genuine long-term career path with opportunities for progression and personal development
\" Ongoing training and support, including the potential to study towards industry-recognised qualifications
\" A supportive, collaborative and friendly working environment
\" Exposure to the full financial planning process, providing an excellent platform for future career growth
The Role
As an IFA Administrator, you will provide comprehensive administrative support to the Financial Advisers, helping to deliver an exceptional client experience while ensuring the advice process runs smoothly and efficiently. This is a varied role where you\'ll become an integral part of the team and gain exposure to all aspects of financial planning administration.
Key Responsibilities
\" Booking annual review meetings for advisers via telephone, email and post
\" Following up with clients to arrange review meetings and maintain engagement
\" Preparing annual review packs, including valuations, fund factsheets and provider literature
\" Managing the annual review process from start to finish, ensuring accurate management information and reporting
\" Handling day-to-day enquiries from clients and product providers
\" Obtaining information and documentation from providers
\" Managing inbound and outbound calls with clients, providers and colleagues
\" Preparing documentation for client meetings, including quotations, valuations and supporting literature
\" Processing new business applications and submitting supporting documentation to providers
\" Updating and maintaining the back-office system in line with company procedures
\" Processing fund switches following client instructions
\" Assisting with report writing and providing general administrative support to the advisory team
About You
The successful candidate will have:
\" A minimum of 12 months\' administration experience
\" Excellent attention to detail with the ability to produce accurate work
\" Strong organisational skills and the ability to manage multiple priorities
\" Excellent communication skills with a professional and confident telephone manner
\" Good working knowledge of Microsoft Office and general IT systems
\" The ability to work independently whilst contributing effectively as part of a team
\" A proactive, positive and self-motivated approach
\" A high level of professionalism and discretion when handling confidential client information
Desirable Experience
\" An understanding of financial products, including pensions, investments, ISAs, protection and mortgages
\" Previous experience within an IFA practice or financial services environment
\" Working towards, or keen to study towards, professional qualifications such as the CII Certificate in Financial Services
What\'s on Offer?
\" Salary of up to £28,000, depending on experience
\" The opportunity to join a respected boutique financial planning business with an excellent reputation
\" A genuine long-term career path with opportunities for progression and personal development
\" Ongoing training and support, including the potential to study towards industry-recognised qualifications
\" A supportive, collaborative and friendly working environment
\" Exposure to the full financial planning process, providing an excellent platform for future career growth
If you\'re an ambitious administrator looking to establish or further your career within financial planning, this is a fantastic opportunity to join a firm that genuinely values its people and supports their long-term development.
Apply today via NJR Recruitment or call, quoting reference NJR16839
Please note: Due to the high volume of applications we receive, if your CV does not demonstrate the essential requirements for the role, or you answer \"No\" to key screening questions, we may not be able to contact you regarding your application.
Apply Now
